WealthPLAN 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
2024 Q1	–	Sell	-26,674	Closed	-$1.35M	–	341
2023 Q4	$1.35M	Buy	26,674 +5,959	+29%	+$301K	0.14%	141
2023 Q3	$1.05M	Buy	20,715 +20,129	+3,435%	+$1.02M	0.12%	142
2023 Q2	$29.7K	Sell	586 -21	-3%	-$1.06K	﹤0.01%	602
2023 Q1	$30.7K	Buy	+607	New	+$30.7K	﹤0.01%	641