Insight Folios’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Insight Folios’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	$388K	Sell	7,677 -76	-1%	-$3.84K	0.14%	77
2024 Q2	$393K	Buy	7,753 +81	+1%	+$4.1K	0.16%	71
2024 Q1	$389K	Sell	7,672 -79	-1%	-$4K	0.16%	70
2023 Q4	$391K	Buy	7,751 +113	+1%	+$5.72K	0.17%	69
2023 Q3	$388K	Sell	7,638 -85	-1%	-$4.3K	0.19%	63
2023 Q2	$391K	Buy	7,723 +77	+1%	+$3.89K	0.16%	67
2023 Q1	$387K	Sell	7,646 -717	-9%	-$36.2K	0.17%	55
2022 Q4	$422K	Sell	8,363 -11,632	-58%	-$587K	0.19%	52
2022 Q3	$1.01M	Sell	19,995 -2,012	-9%	-$101K	0.51%	32
2022 Q2	$1.11M	Buy	+22,007	New	+$1.11M	0.53%	32
2021 Q3	–	Sell	-4,571	Closed	-$230K	–	123
2021 Q2	$230K	Buy	+4,571	New	+$230K	0.14%	75
2020 Q2	–	Sell	-8,890	Closed	-$447K	–	42
2020 Q1	$447K	Buy	+8,890	New	+$447K	0.51%	34

Other funds holding TFLO

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

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

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

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

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Insight Folios's TFLO Position: Q3 2024 in Review

Insight Folios reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.98% in Q3 2024, selling an estimated $3.84K and leaving 7,677 shares worth $388K. The position accounts for 0.14% of the portfolio, ranked #77.

Insight Folios first reported a position in TFLO in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.11M in Q2 2022. 384 funds tracked by Wall St. Rank hold TFLO as of Q3 2024.

Insight Folios held 7,677 shares of iShares Treasury Floating Rate Bond ETF worth $388K as of Q3 2024.
Insight Folios sold 76 iShares Treasury Floating Rate Bond ETF shares in Q3 2024, an estimated $3.84K.
iShares Treasury Floating Rate Bond ETF made up 0.14% of Insight Folios's portfolio in Q3 2024, its #77 holding.
Insight Folios first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2020 and has held it in 12 quarters since.
Insight Folios's iShares Treasury Floating Rate Bond ETF position peaked at $1.11M in Q2 2022.
384 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.