Valmark Advisers’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
Q3 | $558K | Hold |
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|
2025
Q2 | $559K | Sell |
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|
2025
Q1 | $561K | Buy |
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|
2024
Q4 | $477K | Hold |
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|
2024
Q3 | $478K | Buy |
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|
2024
Q2 | $477K | Buy |
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|
2024
Q1 | $472K | Buy |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $339K | Hold |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $337K | Hold |
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|
2022
Q3 | $338K | Hold |
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|
2022
Q2 | $337K | Sell |
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|
2022
Q1 | $641K | Buy |
|