WMG Financial Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

WMG Financial Advisors’s Portfolio TFLO Stock Details TFLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$301K	Hold
2025 Q1	$301K	Hold
2024 Q4	$300K	Buy
2024 Q3	$252K	Hold
2024 Q2	$252K	Buy