Strategic Wealth Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$359K Buy
2025
Q2
$333K Buy
2024
Q4
$336K Sell
2024
Q3
$945K Buy
2024
Q2
$738K Sell
2024
Q1
$860K Sell
2023
Q4
$1.63M Buy
2023
Q3
$1.41M Buy
2023
Q2
$708K Buy
2023
Q1
$573K Buy