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

Capstone Triton 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
2021
Q1 		– Sell
-2,307
Closed -$116K – 292
2020
Q4 		$116K Buy
+2,307
New +$116K 0.07% 142

Other funds holding TFLO

MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return

Capstone Triton Financial Group's TFLO Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2021, closing a stake of 2,307 shares — an estimated $116K sold.

Capstone Triton Financial Group first reported a position in TFLO in Q4 2020 and held it in 1 quarter. The position peaked at $116K in Q4 2020. 59 funds tracked by Wall St. Rank hold TFLO as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 2,307 iShares Treasury Floating Rate Bond ETF shares in Q1 2021, an estimated $116K.
  • Capstone Triton Financial Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's iShares Treasury Floating Rate Bond ETF position peaked at $116K in Q4 2020.
  • 59 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.