Wealth Enhancement Advisory Services’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
2026
Q1
$2.77M Sell
54,910
-94,940
-63% -$4.8M 0.01% 1212
2025
Q4
$7.56M Buy
149,850
+11,251
+8% +$568K 0.01% 810
2025
Q3
$6.99M Buy
138,599
+7,430
+6% +$376K 0.01% 804
2025
Q2
$6.62M Sell
131,169
-15,360
-10% -$777K 0.01% 786
2025
Q1
$7.42M Sell
146,529
-7,033
-5% -$356K 0.01% 690
2024
Q4
$7.75M Buy
153,562
+24,833
+19% +$1.25M 0.01% 641
2024
Q3
$6.51M Buy
128,729
+73,881
+135% +$3.73M 0.01% 648
2024
Q2
$2.78M Sell
54,848
-12,527
-19% -$634K 0.01% 874
2024
Q1
$3.42M Sell
67,375
-13,009
-16% -$658K 0.01% 775
2023
Q4
$4.06M Buy
80,384
+8,149
+11% +$412K 0.01% 664
2023
Q3
$3.67M Buy
+72,235
New +$3.66M 0.01% 661

Other funds holding TFLO