Wealthquest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $967K | Sell |
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|
2023
Q3 | $38.1M | Buy |
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|
2023
Q2 | $37.3M | Buy |
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|
2023
Q1 | $37.1M | Buy |
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|
2022
Q4 | $36.2M | Buy |
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|
2022
Q3 | $30.5M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $830K | Sell |
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|
2021
Q1 | $923K | Sell |
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|
2020
Q4 | $948K | Sell |
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|
2020
Q3 | $1.26M | Sell |
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|
2020
Q2 | $1.37M | Buy |
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|
2019
Q4 | $1.99M | Buy |
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|
2019
Q3 | $1.88M | Sell |
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|
2019
Q2 | $2.33M | Sell |
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|
2019
Q1 | $2.77M | Buy |
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|
2018
Q4 | $2.01M | Buy |
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