Vertex Planning Partners’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 | $14.9M | Buy |
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2025
Q1 | $14.3M | Buy |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $9.89M | Buy |
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|
2024
Q2 | $8.09M | Sell |
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|
2024
Q1 | $8.61M | Sell |
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|
2023
Q4 | $9.79M | Buy |
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|
2023
Q3 | $8.76M | Buy |
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|
2023
Q2 | $5.95M | Buy |
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|
2023
Q1 | $4.76M | Buy |
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|
2022
Q4 | $4.27M | Buy |
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