Capstone Financial Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Capstone Financial Group’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	$116K	Hold	2,307	–	–	0.09%	98
2020 Q2	$116K	Hold	2,307	–	–	0.1%	93
2020 Q1	$116K	Hold	2,307	–	–	0.12%	93
2019 Q4	$116K	Buy	+2,307	New	+$116K	0.11%	97

Other funds holding TFLO

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

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

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.01B AUM 14.39% 1-Year Est. Return

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