United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.46M | Sell |
186,869
-6,687
| -3% | -$339K | 0.08% | 204 |
|
|
2025
Q1 | $9.81M | Buy |
193,556
+248
| +0.1% | +$12.6K | 0.08% | 183 |
|
|
2024
Q4 | $9.76M | Sell |
193,308
-169,639
| -47% | -$8.56M | 0.08% | 176 |
|
|
2024
Q3 | $18.4M | Sell |
362,947
-3,469
| -0.9% | -$176K | 0.15% | 129 |
|
|
2024
Q2 | $18.6M | Buy |
366,416
+189,488
| +107% | +$9.6M | 0.16% | 125 |
|
|
2024
Q1 | $8.97M | Sell |
176,928
-1,157,233
| -87% | -$58.7M | 0.07% | 193 |
|
|
2023
Q4 | $67.3M | Buy |
1,334,161
+1,206,622
| +946% | +$60.9M | 0.56% | 37 |
|
|
2023
Q3 | $6.47M | Buy |
127,539
+82,607
| +184% | +$4.19M | 0.04% | 272 |
|
|
2023
Q2 | $2.28M | Sell |
44,932
-6,802
| -13% | -$345K | 0.01% | 429 |
|
|
2023
Q1 | $2.62M | Buy |
51,734
+30,419
| +143% | +$1.54M | 0.01% | 408 |
|
|
2022
Q4 | $1.07M | Buy |
+21,315
| New | +$1.07M | 0.01% | 594 |
|
|
2020
Q3 | – | Sell |
-8,751
| Closed | -$440K | – | 1221 |
|
|
2020
Q2 | $440K | Sell |
8,751
-1,143
| -12% | -$57.5K | ﹤0.01% | 907 |
|
|
2020
Q1 | $498K | Buy |
+9,894
| New | +$498K | ﹤0.01% | 813 |
|