West Wealth Group’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
Sell
-4,578
Closed -$231K 119
2025
Q1
$231K Buy
+4,578
New +$231K 0.07% 87
2024
Q1
Sell
-86,998
Closed -$4.39M 97
2023
Q4
$4.39M Sell
86,998
-6
-0% -$303 1.73% 14
2023
Q3
$4.41M Buy
+87,004
New +$4.41M 1.93% 14