Signature Estate & Investment Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$614K Buy
12,131
+2,820
+30% +$143K 0.01% 321
2025
Q1
$472K Buy
9,311
+66
+0.7% +$3.34K 0.01% 352
2024
Q4
$467K Sell
9,245
-6,372
-41% -$322K 0.01% 341
2024
Q3
$790K Sell
15,617
-8,812
-36% -$446K 0.02% 233
2024
Q2
$1.24M Sell
24,429
-2,685
-10% -$136K 0.03% 165
2024
Q1
$1.37M Sell
27,114
-18,624
-41% -$944K 0.04% 82
2023
Q4
$2.31M Buy
45,738
+20,856
+84% +$1.05M 0.07% 78
2023
Q3
$1.26M Sell
24,882
-5,522
-18% -$280K 0.04% 83
2023
Q2
$1.54M Buy
+30,404
New +$1.54M 0.05% 82