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Kiely Wealth Advisory Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$10M Sell
198,104
-22,616
-10% -$1.14M 6.44% 4
2024
Q3 		$11.1M Sell
220,720
-208,678
-49% -$10.5M 7.06% 4
2024
Q2 		$21.7M Sell
429,398
-3,798
-0.9% -$192K 11.94% 3
2024
Q1 		$21.9M Sell
433,196
-3,196
-0.7% -$162K 12.49% 2
2023
Q4 		$22.1M Buy
+436,392
New +$22.1M 12.79% 2

Other funds holding TFLO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Kiely Wealth Advisory Group's TFLO Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 10% in Q4 2024, selling an estimated $1.14M and leaving 198,104 shares worth $10M. The position accounts for 6.44% of the portfolio, ranked #4.

Kiely Wealth Advisory Group first reported a position in TFLO in Q4 2023 and has held it in 5 quarters since. The position peaked at $22.1M in Q4 2023. 409 funds tracked by Wall St. Rank hold TFLO as of Q4 2024.

  • Kiely Wealth Advisory Group held 198,104 shares of iShares Treasury Floating Rate Bond ETF worth $10M as of Q4 2024.
  • Kiely Wealth Advisory Group sold 22,616 iShares Treasury Floating Rate Bond ETF shares in Q4 2024, an estimated $1.14M.
  • iShares Treasury Floating Rate Bond ETF made up 6.44% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #4 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's iShares Treasury Floating Rate Bond ETF position peaked at $22.1M in Q4 2023.
  • 409 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.