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Grey Fox Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Grey Fox Wealth Advisors’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
Q2 		– Sell
-24
Closed -$1.21K – 461
2023
Q1 		$1.21K Buy
+24
New +$1.21K ﹤0.01% 447

Other funds holding TFLO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Madison Asset Management
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SFG
Steward Financial Group Colleyville, Texas $315M AUM 13.78% 1-Year Est. Return

Grey Fox Wealth Advisors's TFLO Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2023, closing a stake of 24 shares — an estimated $1.21K sold.

Grey Fox Wealth Advisors first reported a position in TFLO in Q1 2023 and held it in 1 quarter. The position peaked at $1.21K in Q1 2023. 274 funds tracked by Wall St. Rank hold TFLO as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 24 iShares Treasury Floating Rate Bond ETF shares in Q2 2023, an estimated $1.21K.
  • Grey Fox Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $1.21K in Q1 2023.
  • 274 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.