SAI
Savvy Advisors Inc’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-113,487
| Closed | -$5.73M | – | 537 |
|
|
2024
Q4 | $5.73M | Buy |
113,487
+16,504
| +17% | +$833K | 0.69% | 24 |
|
|
2024
Q3 | $4.91M | Buy |
96,983
+56,413
| +139% | +$2.85M | 1% | 19 |
|
|
2024
Q2 | $2.06M | Buy |
40,570
+1,250
| +3% | +$63.3K | 0.67% | 29 |
|
|
2024
Q1 | $1.99M | Buy |
39,320
+20,572
| +110% | +$1.04M | 1.15% | 14 |
|
|
2023
Q4 | $946K | Buy |
+18,748
| New | +$946K | 0.92% | 19 |
|