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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.46M | Sell |
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2025
Q1 | $9.81M | Buy |
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|
2024
Q4 | $9.76M | Sell |
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|
2024
Q3 | $18.4M | Sell |
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|
2024
Q2 | $18.6M | Buy |
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|
2024
Q1 | $8.97M | Sell |
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|
2023
Q4 | $67.3M | Buy |
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|
2023
Q3 | $6.47M | Buy |
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|
2023
Q2 | $2.28M | Sell |
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|
2023
Q1 | $2.62M | Buy |
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|
2022
Q4 | $1.07M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $440K | Sell |
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|
2020
Q1 | $498K | Buy |
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