TrueWealth Advisors’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
2024
Q1
Sell
-5,193
Closed -$262K 215
2023
Q4
$262K Sell
5,193
-835
-14% -$42.1K 0.1% 157
2023
Q3
$306K Buy
+6,028
New +$306K 0.13% 124