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 |
|