GI
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Gradient Investments’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Gradient Investments’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
Q3 		– Sell
-4
Closed -$203 – 1185
2024
Q2 		$203 Hold
4
– – ﹤0.01% 1267
2024
Q1 		$203 Sell
4
-119
-97% -$6.02K ﹤0.01% 1101
2023
Q4 		$6.21K Buy
123
+25
+26% +$1.26K ﹤0.01% 940
2023
Q3 		$4.97K Hold
98
– – ﹤0.01% 959
2023
Q2 		$4.97K Hold
98
– – ﹤0.01% 953
2023
Q1 		$4.96K Hold
98
– – ﹤0.01% 952
2022
Q4 		$4.94K Sell
98
-1,085
-92% -$54.7K ﹤0.01% 932
2022
Q3 		$60K Buy
+1,183
New +$59.7K ﹤0.01% 447

Other funds holding TFLO

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
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Gradient Investments's TFLO Position: Q3 2024 in Review

Gradient Investments sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2024, closing a stake of 4 shares — an estimated $203 sold.

Gradient Investments first reported a position in TFLO in Q3 2022 and held it in 8 quarters. The position peaked at $60K in Q3 2022. 384 funds tracked by Wall St. Rank hold TFLO as of Q3 2024.

  • Gradient Investments reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 4 iShares Treasury Floating Rate Bond ETF shares in Q3 2024, an estimated $203.
  • Gradient Investments first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2022 and held it in 8 quarters.
  • Gradient Investments's iShares Treasury Floating Rate Bond ETF position peaked at $60K in Q3 2022.
  • 384 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.