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Golden State Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Golden State Wealth Management’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
2019
Q4 		– Sell
-200
Closed -$10K – 840
2019
Q3 		$10K Hold
200
– – ﹤0.01% 759
2019
Q2 		$10K Hold
200
– – ﹤0.01% 753
2019
Q1 		$10K Buy
+200
New +$10.1K ﹤0.01% 783

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EWM
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WI
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Golden State Wealth Management's TFLO Position: Q4 2019 in Review

Golden State Wealth Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2019, closing a stake of 200 shares — an estimated $10K sold.

Golden State Wealth Management first reported a position in TFLO in Q1 2019 and held it in 3 quarters. The position peaked at $10K in Q3 2019. 61 funds tracked by Wall St. Rank hold TFLO as of Q4 2019.

  • Golden State Wealth Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 200 iShares Treasury Floating Rate Bond ETF shares in Q4 2019, an estimated $10K.
  • Golden State Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $10K in Q3 2019.
  • 61 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.