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Certus Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Certus Wealth Management’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
Q2 		– Sell
-25,663
Closed -$1.3M – 53
2024
Q1 		$1.3M Sell
25,663
-13,010
-34% -$658K 1.03% 23
2023
Q4 		$1.95M Sell
38,673
-34
-0.1% -$1.72K 1.66% 15
2023
Q3 		$1.96M Buy
+38,707
New +$1.96M 1.88% 14

Other funds holding TFLO

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 $424B AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Certus Wealth Management's TFLO Position: Q2 2024 in Review

Certus Wealth Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2024, closing a stake of 25,663 shares — an estimated $1.3M sold.

Certus Wealth Management first reported a position in TFLO in Q3 2023 and held it in 3 quarters. The position peaked at $1.96M in Q3 2023. 413 funds tracked by Wall St. Rank hold TFLO as of Q2 2024.

  • Certus Wealth Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Certus Wealth Management sold 25,663 iShares Treasury Floating Rate Bond ETF shares in Q2 2024, an estimated $1.3M.
  • Certus Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 3 quarters.
  • Certus Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $1.96M in Q3 2023.
  • 413 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2024.

Based on Certus Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.