WealthShield 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 | $83.6K | Sell |
1,651
-134
| -8% | -$6.79K | 0.01% | 397 |
|
|
2025
Q1 | $90.4K | Buy |
1,785
+19
| +1% | +$963 | 0.01% | 376 |
|
|
2024
Q4 | $89.1K | Sell |
1,766
-97
| -5% | -$4.9K | 0.01% | 351 |
|
|
2024
Q3 | $94.3K | Sell |
1,863
-5,946
| -76% | -$301K | 0.01% | 351 |
|
|
2024
Q2 | $396K | Buy |
7,809
+127
| +2% | +$6.43K | 0.06% | 220 |
|
|
2024
Q1 | $389K | Sell |
7,682
-46,092
| -86% | -$2.34M | 0.06% | 212 |
|
|
2023
Q4 | $2.71M | Sell |
53,774
-6,246
| -10% | -$315K | 0.45% | 61 |
|
|
2023
Q3 | $3.05M | Buy |
+60,020
| New | +$3.05M | 0.46% | 56 |
|