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Great Diamond Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Great Diamond 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
2023
Q1 		– Sell
-24,805
Closed -$1.25M – 226
2022
Q4 		$1.25M Buy
+24,805
New +$1.25M 0.38% 63

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Morgan Stanley
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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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
SFG
Steward Financial Group Colleyville, Texas $315M AUM 13.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Great Diamond Partners's TFLO Position: Q1 2023 in Review

Great Diamond Partners sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2023, closing a stake of 24,805 shares — an estimated $1.25M sold.

Great Diamond Partners first reported a position in TFLO in Q4 2022 and held it in 1 quarter. The position peaked at $1.25M in Q4 2022. 248 funds tracked by Wall St. Rank hold TFLO as of Q1 2023.

  • Great Diamond Partners reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Great Diamond Partners sold 24,805 iShares Treasury Floating Rate Bond ETF shares in Q1 2023, an estimated $1.25M.
  • Great Diamond Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Great Diamond Partners's iShares Treasury Floating Rate Bond ETF position peaked at $1.25M in Q4 2022.
  • 248 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2023.

Based on Great Diamond Partners's 13F filing for Q1 2023, filed 4 May 2023.