SteelPeak 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
2025
Q2
$6.21M Buy
122,601
+14,928
+14% +$756K 0.24% 87
2025
Q1
$5.45M Buy
107,673
+11,398
+12% +$577K 0.23% 93
2024
Q4
$4.86M Sell
96,275
-3,925
-4% -$198K 0.2% 93
2024
Q3
$5.07M Buy
100,200
+87,733
+704% +$4.44M 0.22% 84
2024
Q2
$632K Buy
12,467
+2,367
+23% +$120K 0.03% 268
2024
Q1
$512K Sell
10,100
-157,196
-94% -$7.97M 0.03% 283
2023
Q4
$8.44M Sell
167,296
-44,451
-21% -$2.24M 0.49% 53
2023
Q3
$10.7M Buy
+211,747
New +$10.7M 0.67% 35