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

Icon 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
2023 Q3	$10.6M	Buy	+207,928	New	+$10.5M	1.2%	16

Other funds holding TFLO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Icon Wealth Partners's TFLO Position: Q3 2023 in Review

Icon Wealth Partners opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2023: 207,928 shares worth $10.6M. The stake represents 1.2% of the portfolio and ranks #16 among its holdings.

456 funds tracked by Wall St. Rank hold TFLO as of Q3 2023.

Icon Wealth Partners held 207,928 shares of iShares Treasury Floating Rate Bond ETF worth $10.6M as of Q3 2023.
iShares Treasury Floating Rate Bond ETF was a new Icon Wealth Partners position in Q3 2023.
iShares Treasury Floating Rate Bond ETF made up 1.2% of Icon Wealth Partners's portfolio in Q3 2023, its #16 holding.
456 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.