WR Wealth Planners’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
Q4
$8.23K Sell
2024
Q3
$11.6K Sell
2024
Q2
$292K Sell
2024
Q1
$329K Sell
2023
Q4
$533K Buy
2023
Q3
$531K Buy