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Cyndeo Wealth Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Cyndeo Wealth 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
2024
Q1 		– Sell
-9,365
Closed -$473K – 396
2023
Q4 		$473K Buy
+9,365
New +$474K 0.04% 256

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Cyndeo Wealth Partners's TFLO Position: Q1 2024 in Review

Cyndeo Wealth Partners sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2024, closing a stake of 9,365 shares — an estimated $473K sold.

Cyndeo Wealth Partners first reported a position in TFLO in Q4 2023 and held it in 1 quarter. The position peaked at $473K in Q4 2023. 434 funds tracked by Wall St. Rank hold TFLO as of Q1 2024.

  • Cyndeo Wealth Partners reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 9,365 iShares Treasury Floating Rate Bond ETF shares in Q1 2024, an estimated $473K.
  • Cyndeo Wealth Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Cyndeo Wealth Partners's iShares Treasury Floating Rate Bond ETF position peaked at $473K in Q4 2023.
  • 434 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2024, filed 17 Apr 2024.