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

Ford 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
2022 Q1	–	Sell	-911	Closed	-$45	–	461
2021 Q4	$45	Buy	+911	New	+$45.8K	0.01%	224
2021 Q3	–	Sell	-911	Closed	-$45K	–	498
2021 Q2	$45K	Buy	+911	New	+$45.8K	0.02%	218
2021 Q1	–	Sell	-7,159	Closed	-$359K	–	106
2020 Q4	$359K	Sell	7,159 -550	-7%	-$27.7K	0.17%	59
2020 Q3	$387K	Buy	7,709 +241	+3%	+$12.1K	0.21%	52
2020 Q2	$375K	Sell	7,468 -1,847	-20%	-$92.9K	0.21%	57
2020 Q1	$468K	Sell	9,315 -2,687	-22%	-$135K	0.31%	44
2019 Q4	$602K	Sell	12,002 -3,032	-20%	-$152K	0.35%	38
2019 Q3	$755K	Buy	15,034 +638	+4%	+$32.1K	0.48%	30
2019 Q2	$724K	Buy	14,396 +4,104	+40%	+$206K	0.49%	30
2019 Q1	$518K	Buy	+10,292	New	+$518K	0.37%	32

Other funds holding TFLO

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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

NQWM

Northwest Quadrant Wealth Management Bend, Oregon $481M AUM 13.55% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Ford Financial Group's TFLO Position: Q1 2022 in Review

Ford Financial Group sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2022, closing a stake of 911 shares — an estimated $45 sold.

Ford Financial Group first reported a position in TFLO in Q1 2019 and held it in 10 quarters. The position peaked at $755K in Q3 2019. 71 funds tracked by Wall St. Rank hold TFLO as of Q1 2022.

Ford Financial Group reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 911 iShares Treasury Floating Rate Bond ETF shares in Q1 2022, an estimated $45.
Ford Financial Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2019 and held it in 10 quarters.
Ford Financial Group's iShares Treasury Floating Rate Bond ETF position peaked at $755K in Q3 2019.
71 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.