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Janiczek Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Janiczek Wealth Management’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
Q2 		$9.63K Hold
190
– – ﹤0.01% 665
2024
Q1 		$9.63K Hold
190
– – ﹤0.01% 691
2023
Q4 		$9.59K Buy
190
+30
+19% +$1.52K ﹤0.01% 668
2023
Q3 		$8.12K Buy
160
+60
+60% +$3.04K ﹤0.01% 668
2023
Q2 		$5.07K Hold
100
– – ﹤0.01% 651
2023
Q1 		$5.05K Hold
100
– – ﹤0.01% 665
2022
Q4 		$5.05K Buy
+100
New +$5.04K ﹤0.01% 651

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Janiczek Wealth Management's TFLO Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares Treasury Floating Rate Bond ETF (TFLO) position steady in Q2 2024 at 190 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Janiczek Wealth Management first reported a position in TFLO in Q4 2022 and has held it in 7 quarters since. The position peaked at $9.63K in Q1 2024. 413 funds tracked by Wall St. Rank hold TFLO as of Q2 2024.

  • Janiczek Wealth Management held 190 shares of iShares Treasury Floating Rate Bond ETF worth $9.63K as of Q2 2024.
  • Janiczek Wealth Management left its iShares Treasury Floating Rate Bond ETF share count unchanged in Q2 2024.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #665 holding.
  • Janiczek Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2022 and has held it in 7 quarters since.
  • Janiczek Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $9.63K in Q1 2024.
  • 413 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.