Checchi Capital Advisers’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,284
Closed -$217K 579
2023
Q2
$217K Sell
4,284
-626
-13% -$31.6K 0.02% 521
2023
Q1
$248K Buy
+4,910
New +$248K 0.02% 472

Other funds holding TFLO

Checchi Capital Advisers's TFLO Position: Q3 2023 in Review

Checchi Capital Advisers sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2023, closing a stake of 4,284 shares — an estimated $217K sold.

Checchi Capital Advisers first reported a position in TFLO in Q1 2023 and held it in 2 quarters. The position peaked at $248K in Q1 2023. 456 funds tracked by Wall St. Rank hold TFLO as of Q3 2023.

  • Checchi Capital Advisers reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Checchi Capital Advisers sold 4,284 iShares Treasury Floating Rate Bond ETF shares in Q3 2023, an estimated $217K.
  • Checchi Capital Advisers first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2023 and held it in 2 quarters.
  • Checchi Capital Advisers's iShares Treasury Floating Rate Bond ETF position peaked at $248K in Q1 2023.
  • 456 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2023.

Based on Checchi Capital Advisers's 13F filing for Q3 2023, filed 13 Nov 2023.