Ameritas Investment Company’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Ameritas Investment Company’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
2020 Q2	–	Sell	-37	Closed	-$2K	–	1475
2020 Q1	$2K	Buy	+37	New	+$1.86K	﹤0.01%	1599
2019 Q4	–	Sell	-36	Closed	-$2K	–	1456
2019 Q3	$2K	Buy	+36	New	+$1.81K	﹤0.01%	1496
2019 Q2	–	Sell	-140	Closed	-$7K	–	813
2019 Q1	$7K	Sell	140 -3,426	-96%	-$172K	﹤0.01%	715
2018 Q4	$179K	Buy	+3,566	New	+$179K	0.04%	312

Other funds holding TFLO

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

AIA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Ameritas Investment Company's TFLO Position: Q2 2020 in Review

Ameritas Investment Company sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2020, closing a stake of 37 shares — an estimated $2K sold.

Ameritas Investment Company first reported a position in TFLO in Q4 2018 and held it in 4 quarters. The position peaked at $179K in Q4 2018. 62 funds tracked by Wall St. Rank hold TFLO as of Q2 2020.

Ameritas Investment Company reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 37 iShares Treasury Floating Rate Bond ETF shares in Q2 2020, an estimated $2K.
Ameritas Investment Company first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2018 and held it in 4 quarters.
Ameritas Investment Company's iShares Treasury Floating Rate Bond ETF position peaked at $179K in Q4 2018.
62 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.