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

Copley 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
2024
Q4 		– Sell
-1
Closed -$51 – 199
2024
Q3 		$51 Buy
+1
New +$51 ﹤0.01% 214

Other funds holding TFLO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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 $374B AUM 17.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Copley Financial Group's TFLO Position: Q4 2024 in Review

Copley Financial Group sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2024, closing a stake of 1 share — an estimated $51 sold.

Copley Financial Group first reported a position in TFLO in Q3 2024 and held it in 1 quarter. The position peaked at $51 in Q3 2024. 409 funds tracked by Wall St. Rank hold TFLO as of Q4 2024.

  • Copley Financial Group reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Copley Financial Group sold 1 iShares Treasury Floating Rate Bond ETF share in Q4 2024, an estimated $51.
  • Copley Financial Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Copley Financial Group's iShares Treasury Floating Rate Bond ETF position peaked at $51 in Q3 2024.
  • 409 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.