Stone House Investment Management’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 | – | Hold |
0
| – | -$5 | – | 519 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 436 |
|
|
2024
Q4 | – | Hold |
0
| – | -$5 | – | 315 |
|
|
2024
Q3 | – | Sell |
-464
| Closed | -$23.5K | – | 379 |
|
|
2024
Q2 | $23.5K | Sell |
464
-802
| -63% | -$40.6K | 0.01% | 177 |
|
|
2024
Q1 | $64.2K | Sell |
1,266
-145,965
| -99% | -$7.4M | 0.02% | 107 |
|
|
2023
Q4 | $7.43M | Sell |
147,231
-270,051
| -65% | -$13.6M | 2.56% | 11 |
|
|
2023
Q3 | $21.2M | Buy |
+417,282
| New | +$21.2M | 7.37% | 5 |
|