Sovereign Financial Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Sovereign Financial Group’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 Q3	$1.7M	Sell
2025 Q2	$1.77M	Buy
2025 Q1	$1.71M	Buy
2024 Q4	$1.61M	Buy
2024 Q3	$1.26M	Buy
2024 Q2	$1.04M	Buy
2024 Q1	$960K	Buy
2023 Q4	$858K	Buy
2023 Q3	$800K	Buy