Simplicity Wealth’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
Q3
Sell
-6,828
Closed -$346K 1128
2024
Q2
$346K Buy
6,828
+371
+6% +$18.8K 0.01% 903
2024
Q1
$327K Sell
6,457
-53,166
-89% -$2.69M 0.01% 887
2023
Q4
$3.01M Buy
59,623
+20,061
+51% +$1.01M 1.16% 21
2023
Q3
$2.01M Buy
+39,562
New +$2.01M 1.17% 19