Wealthcare Advisory Partners’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
$423K Sell
8,360
-4,708
-36% -$238K 0.01% 686
2025
Q1
$662K Buy
13,068
+2,809
+27% +$142K 0.02% 528
2024
Q4
$518K Sell
10,259
-149
-1% -$7.52K 0.01% 561
2024
Q3
$527K Sell
10,408
-263
-2% -$13.3K 0.02% 554
2024
Q2
$541K Buy
10,671
+390
+4% +$19.8K 0.02% 521
2024
Q1
$521K Buy
10,281
+3,729
+57% +$189K 0.02% 530
2023
Q4
$331K Sell
6,552
-2,200
-25% -$111K 0.01% 581
2023
Q3
$444K Sell
8,752
-10,220
-54% -$519K 0.02% 462
2023
Q2
$961K Buy
18,972
+10,618
+127% +$538K 0.04% 296
2023
Q1
$423K Buy
+8,354
New +$423K 0.02% 496