Sowell Financial Services’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 | $230K | Buy |
+4,535
| New | +$230K | 0.01% | 900 |
|
|
2024
Q3 | – | Sell |
-18,449
| Closed | -$935K | – | 582 |
|
|
2024
Q2 | $935K | Sell |
18,449
-9,212
| -33% | -$467K | 0.04% | 338 |
|
|
2024
Q1 | $1.4M | Sell |
27,661
-30,904
| -53% | -$1.57M | 0.07% | 292 |
|
|
2023
Q4 | $2.96M | Sell |
58,565
-11,264
| -16% | -$569K | 0.16% | 147 |
|
|
2023
Q3 | $3.54M | Buy |
69,829
+3,498
| +5% | +$177K | 0.22% | 116 |
|
|
2023
Q2 | $3.36M | Buy |
+66,331
| New | +$3.36M | 0.19% | 126 |
|
|
2023
Q1 | – | Sell |
-56,143
| Closed | -$2.83M | – | 836 |
|
|
2022
Q4 | $2.83M | Buy |
56,143
+29,785
| +113% | +$1.5M | 0.18% | 139 |
|
|
2022
Q3 | $1.33M | Buy |
+26,358
| New | +$1.33M | 0.13% | 199 |
|