United Capital Financial Advisors’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
2026 Q1	$8.05M	Sell	159,090 -29,597	-16%	-$1.5M	0.05%	273
2025 Q4	$9.52M	Buy	188,687 +1,863	+1%	+$94.1K	0.06%	247
2025 Q3	$9.45M	Sell	186,824 -45	-0%	-$2.27K	0.07%	222
2025 Q2	$9.46M	Sell	186,869 -6,687	-3%	-$338K	0.08%	205
2025 Q1	$9.81M	Buy	193,556 +248	+0.1%	+$12.5K	0.08%	184
2024 Q4	$9.76M	Sell	193,308 -169,639	-47%	-$8.57M	0.08%	176
2024 Q3	$18.4M	Sell	362,947 -3,469	-0.9%	-$175K	0.15%	129
2024 Q2	$18.6M	Buy	366,416 +189,488	+107%	+$9.58M	0.16%	125
2024 Q1	$8.97M	Sell	176,928 -1,157,233	-87%	-$58.5M	0.07%	193
2023 Q4	$67.3M	Buy	1,334,161 +1,206,622	+946%	+$61M	0.56%	37
2023 Q3	$6.47M	Buy	127,539 +82,607	+184%	+$4.18M	0.04%	272
2023 Q2	$2.28M	Sell	44,932 -6,802	-13%	-$344K	0.01%	429
2023 Q1	$2.62M	Buy	51,734 +30,419	+143%	+$1.54M	0.01%	409
2022 Q4	$1.07M	Buy	+21,315	New	+$1.08M	0.01%	594
2020 Q3	–	Sell	-8,751	Closed	-$440K	–	1228
2020 Q2	$440K	Sell	8,751 -1,143	-12%	-$57.5K	﹤0.01%	913
2020 Q1	$498K	Buy	+9,894	New	+$498K	﹤0.01%	818