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American Planning Services’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

American Planning Services’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 		$3.03M Buy
59,868
+346
+0.6% +$17.5K 2.4% 12
2024
Q2 		$3.02M Sell
59,522
-8,410
-12% -$425K 2.12% 14
2024
Q1 		$3.44M Sell
67,932
-2,902
-4% -$147K 2.49% 9
2023
Q4 		$3.57M Sell
70,834
-357,498
-83% -$18.1M 2.74% 9
2023
Q3 		$21.7M Buy
428,332
+130,286
+44% +$6.59M 14.44% 3
2023
Q2 		$15.1M Sell
298,046
-78,053
-21% -$3.94M 9.89% 5
2023
Q1 		$19M Buy
376,099
+185,391
+97% +$9.36M 12.9% 4
2022
Q4 		$9.61M Buy
190,708
+190,539
+112,745% +$9.61M 9.61% 4
2022
Q3 		$8.54K Sell
169
-6,358
-97% -$321K 10.6% 3
2022
Q2 		$328K Buy
+6,527
New +$329K 0.37% 18

Other funds holding TFLO

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Morgan Stanley
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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OA
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return