SWA
Strata Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,747
| Closed | -$643K | – | 81 |
|
|
2023
Q4 | $643K | Sell |
12,747
-1,946
| -13% | -$98.2K | 0.25% | 40 |
|
|
2023
Q3 | $746K | Buy |
+14,693
| New | +$746K | 0.36% | 23 |
|
|
2023
Q1 | $1.01M | Buy |
19,993
+10,993
| +122% | +$556K | 0.52% | 20 |
|
|
2022
Q4 | $454K | Buy |
+9,000
| New | +$454K | 0.25% | 32 |
|