SFG
Sovereign Financial Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
35,024
+1,331
| +4% | +$67.4K | 0.37% | 51 |
|
|
2025
Q1 | $1.71M | Buy |
33,693
+1,887
| +6% | +$95.6K | 0.39% | 47 |
|
|
2024
Q4 | $1.61M | Buy |
31,806
+6,944
| +28% | +$350K | 0.37% | 52 |
|
|
2024
Q3 | $1.26M | Buy |
24,862
+4,314
| +21% | +$218K | 0.29% | 68 |
|
|
2024
Q2 | $1.04M | Buy |
20,548
+1,610
| +9% | +$81.6K | 0.26% | 82 |
|
|
2024
Q1 | $960K | Buy |
18,938
+1,946
| +11% | +$98.6K | 0.25% | 80 |
|
|
2023
Q4 | $858K | Buy |
16,992
+1,219
| +8% | +$61.5K | 0.26% | 75 |
|
|
2023
Q3 | $800K | Buy |
+15,773
| New | +$800K | 0.28% | 74 |
|