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

Beaumont 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
2020
Q3 		– Sell
-19,028
Closed -$957K – 316
2020
Q2 		$957K Sell
19,028
-37,707
-66% -$1.9M 0.1% 136
2020
Q1 		$2.85M Buy
+56,735
New +$2.85M 0.36% 56

Other funds holding TFLO

MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Beaumont Financial Advisors's TFLO Position: Q3 2020 in Review

Beaumont Financial Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2020, closing a stake of 19,028 shares — an estimated $957K sold.

Beaumont Financial Advisors first reported a position in TFLO in Q1 2020 and held it in 2 quarters. The position peaked at $2.85M in Q1 2020. 59 funds tracked by Wall St. Rank hold TFLO as of Q3 2020.

  • Beaumont Financial Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 19,028 iShares Treasury Floating Rate Bond ETF shares in Q3 2020, an estimated $957K.
  • Beaumont Financial Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Beaumont Financial Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $2.85M in Q1 2020.
  • 59 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2020.

Based on Beaumont Financial Advisors's 13F filing for Q3 2020, filed 2 Nov 2020.