Significant Wealth Partners’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
2024
Q2
Sell
-24,869
Closed -$1.26M 149
2024
Q1
$1.26M Buy
24,869
+13,443
+118% +$681K 0.83% 36
2023
Q4
$577K Buy
+11,426
New +$577K 0.42% 70