Strategic Wealth Partners’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 | $333K | Buy |
+6,574
| New | +$333K | 0.03% | 259 |
|
|
2024
Q4 | $336K | Sell |
6,648
-12,031
| -64% | -$608K | 0.03% | 249 |
|
|
2024
Q3 | $945K | Buy |
18,679
+4,108
| +28% | +$208K | 0.09% | 150 |
|
|
2024
Q2 | $738K | Sell |
14,571
-2,403
| -14% | -$122K | 0.08% | 162 |
|
|
2024
Q1 | $860K | Sell |
16,974
-15,305
| -47% | -$776K | 0.09% | 146 |
|
|
2023
Q4 | $1.63M | Buy |
32,279
+4,518
| +16% | +$228K | 0.2% | 95 |
|
|
2023
Q3 | $1.41M | Buy |
27,761
+13,796
| +99% | +$700K | 0.19% | 131 |
|
|
2023
Q2 | $708K | Buy |
13,965
+2,632
| +23% | +$133K | 0.09% | 175 |
|
|
2023
Q1 | $573K | Buy |
+11,333
| New | +$573K | 0.09% | 164 |
|