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

Gateway 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
-21,197
Closed -$1.07M – 251
2023
Q4 		$1.07M Buy
21,197
+1,852
+10% +$93.7K 0.43% 58
2023
Q3 		$982K Buy
+19,345
New +$979K 0.18% 83

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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OA
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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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Gateway Wealth Partners sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2024, closing a stake of 21,197 shares — an estimated $1.07M sold.

Gateway Wealth Partners first reported a position in TFLO in Q3 2023 and held it in 2 quarters. The position peaked at $1.07M in Q4 2023. 434 funds tracked by Wall St. Rank hold TFLO as of Q1 2024.

  • Gateway Wealth Partners reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Gateway Wealth Partners sold 21,197 iShares Treasury Floating Rate Bond ETF shares in Q1 2024, an estimated $1.07M.
  • Gateway Wealth Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 2 quarters.
  • Gateway Wealth Partners's iShares Treasury Floating Rate Bond ETF position peaked at $1.07M in Q4 2023.
  • 434 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2024.

Based on Gateway Wealth Partners's 13F filing for Q1 2024, filed 15 May 2024.