Cardinal Point Wealth Management Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Cardinal Point Wealth Management Partners’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
2023 Q1	$1.48M	Buy	+29,330	New	+$1.48M	0.45%	18

Other funds holding TFLO

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

SFG

Steward Financial Group Colleyville, Texas $315M AUM 13.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cardinal Point Wealth Management Partners's TFLO Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2023: 29,330 shares worth $1.48M. The stake represents 0.45% of the portfolio and ranks #18 among its holdings.

248 funds tracked by Wall St. Rank hold TFLO as of Q1 2023.

Cardinal Point Wealth Management Partners held 29,330 shares of iShares Treasury Floating Rate Bond ETF worth $1.48M as of Q1 2023.
iShares Treasury Floating Rate Bond ETF was a new Cardinal Point Wealth Management Partners position in Q1 2023.
iShares Treasury Floating Rate Bond ETF made up 0.45% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #18 holding.
248 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.