Vishria Bird Financial Group’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 | $7.06M | Sell |
139,471
-6,275
| -4% | -$318K | 2.35% | 18 |
|
|
2025
Q1 | $7.38M | Buy |
145,746
+1,716
| +1% | +$86.9K | 2.51% | 14 |
|
|
2024
Q4 | $7.27M | Buy |
144,030
+447
| +0.3% | +$22.6K | 2.55% | 13 |
|
|
2024
Q3 | $7.27M | Hold |
143,583
| – | – | 2.75% | 13 |
|
|
2024
Q2 | $7.27M | Sell |
143,583
-1,077
| -0.7% | -$54.6K | 3.06% | 12 |
|
|
2024
Q1 | $7.33M | Buy |
144,660
+556
| +0.4% | +$28.2K | 3.14% | 12 |
|
|
2023
Q4 | $7.27M | Sell |
144,104
-1,736
| -1% | -$87.6K | 3.44% | 11 |
|
|
2023
Q3 | $7.4M | Sell |
145,840
-394
| -0.3% | -$20K | 4.19% | 9 |
|
|
2023
Q2 | $7.41M | Sell |
146,234
-385
| -0.3% | -$19.5K | 4.4% | 8 |
|
|
2023
Q1 | $7.42M | Sell |
146,619
-796
| -0.5% | -$40.3K | 4.75% | 8 |
|
|
2022
Q4 | $7.43M | Buy |
147,415
+25,817
| +21% | +$1.3M | 5.18% | 7 |
|
|
2022
Q3 | $6.14M | Buy |
121,598
+80,439
| +195% | +$4.06M | 4.13% | 11 |
|
|
2022
Q2 | $2.07M | Buy |
+41,159
| New | +$2.07M | 1.38% | 20 |
|