Sheets Smith Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Sheets Smith Wealth Management’s Portfolio TFLO Stock Details TFLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$409K	Sell
2024 Q3	$984K	Sell
2024 Q2	$1.01M	Sell
2024 Q1	$1.03M	Sell
2023 Q4	$1.05M	Sell
2023 Q3	$1.06M	Buy