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Sax Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Sax Wealth Advisors’s Portfolio TFLO Stock Details TFLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.94M Sell
97,488
-875
-0.9% -$44.3K 0.3% 56
2025
Q1 		$4.98M Buy
+98,363
New +$4.98M 0.36% 48