TMWM
Taylor & Morgan Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
6,379
+14
| +0.2% | +$709 | 0.22% | 53 |
|
|
2025
Q1 | $322K | Sell |
6,365
-3,882
| -38% | -$197K | 0.24% | 49 |
|
|
2024
Q4 | $517K | Hold |
10,247
| – | – | 0.36% | 41 |
|
|
2024
Q3 | $518K | Sell |
10,247
-4,240
| -29% | -$215K | 0.35% | 39 |
|
|
2024
Q2 | $734K | Sell |
14,487
-897
| -6% | -$45.4K | 0.52% | 27 |
|
|
2024
Q1 | $780K | Sell |
15,384
-7,493
| -33% | -$380K | 0.57% | 24 |
|
|
2023
Q4 | $1.15M | Sell |
22,877
-2,968
| -11% | -$150K | 0.92% | 21 |
|
|
2023
Q3 | $1.31M | Buy |
25,845
+4,529
| +21% | +$230K | 1.18% | 17 |
|
|
2023
Q2 | $1.08M | Sell |
21,316
-7,380
| -26% | -$374K | 0.89% | 21 |
|
|
2023
Q1 | $1.45M | Buy |
+28,696
| New | +$1.45M | 1.26% | 16 |
|