WWA
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WCG Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-62,541
Closed -$3.17M 304
2024
Q1
$3.17M Buy
62,541
+49,473
+379% +$2.51M 0.27% 88
2023
Q4
$660K Buy
+13,068
New +$660K 0.05% 228