SHJ
Sharkey, Howes & Javer’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,551
| Closed | -$281K | – | 151 |
|
|
2024
Q2 | $281K | Sell |
5,551
-156,595
| -97% | -$7.93M | 0.05% | 101 |
|
|
2024
Q1 | $8.22M | Sell |
162,146
-75,727
| -32% | -$3.84M | 1.35% | 18 |
|
|
2023
Q4 | $12M | Sell |
237,873
-2,387
| -1% | -$120K | 2.12% | 10 |
|
|
2023
Q3 | $12.2M | Buy |
+240,260
| New | +$12.2M | 2.33% | 9 |
|