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JT Stratford LLC’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

JT Stratford LLC’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
Q1 		– Sell
-8,108
Closed -$409K – 279
2023
Q4 		$409K Sell
8,108
-622
-7% -$31.5K 0.09% 194
2023
Q3 		$443K Buy
+8,730
New +$442K 0.11% 174

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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
OA
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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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JT Stratford LLC's TFLO Position: Q1 2024 in Review

JT Stratford LLC sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2024, closing a stake of 8,108 shares — an estimated $409K sold.

JT Stratford LLC first reported a position in TFLO in Q3 2023 and held it in 2 quarters. The position peaked at $443K in Q3 2023. 434 funds tracked by Wall St. Rank hold TFLO as of Q1 2024.

  • JT Stratford LLC reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • JT Stratford LLC sold 8,108 iShares Treasury Floating Rate Bond ETF shares in Q1 2024, an estimated $409K.
  • JT Stratford LLC first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 2 quarters.
  • JT Stratford LLC's iShares Treasury Floating Rate Bond ETF position peaked at $443K in Q3 2023.
  • 434 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2024.

Based on JT Stratford LLC's 13F filing for Q1 2024, filed 14 May 2024.