Alera Investment Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Alera Investment 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
2024 Q3	$609K	Buy	+12,032	New	+$608K	0.07%	119

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Alera Investment Advisors's TFLO Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2024: 12,032 shares worth $609K. The stake represents 0.07% of the portfolio and ranks #119 among its holdings.

384 funds tracked by Wall St. Rank hold TFLO as of Q3 2024.

Alera Investment Advisors held 12,032 shares of iShares Treasury Floating Rate Bond ETF worth $609K as of Q3 2024.
iShares Treasury Floating Rate Bond ETF was a new Alera Investment Advisors position in Q3 2024.
iShares Treasury Floating Rate Bond ETF made up 0.07% of Alera Investment Advisors's portfolio in Q3 2024, its #119 holding.
384 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.