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BlueChip Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

BlueChip Wealth 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
Q4 		– Sell
-6,428
Closed -$325K – 158
2024
Q3 		$325K Sell
6,428
-2,374
-27% -$120K 0.17% 110
2024
Q2 		$446K Sell
8,802
-989
-10% -$50K 0.26% 79
2024
Q1 		$496K Buy
9,791
+1,482
+18% +$75K 0.32% 59
2023
Q4 		$419K Buy
+8,309
New +$420K 0.29% 69

Other funds holding TFLO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

BlueChip Wealth Advisors's TFLO Position: Q4 2024 in Review

BlueChip Wealth Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2024, closing a stake of 6,428 shares — an estimated $325K sold.

BlueChip Wealth Advisors first reported a position in TFLO in Q4 2023 and held it in 4 quarters. The position peaked at $496K in Q1 2024. 409 funds tracked by Wall St. Rank hold TFLO as of Q4 2024.

  • BlueChip Wealth Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 6,428 iShares Treasury Floating Rate Bond ETF shares in Q4 2024, an estimated $325K.
  • BlueChip Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and held it in 4 quarters.
  • BlueChip Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $496K in Q1 2024.
  • 409 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2024.

Based on BlueChip Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.