Laurel Wealth Advisors (California)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Laurel Wealth Advisors (California)’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
2020 Q2	–	Sell	-12,939	Closed	-$651K	–	396
2020 Q1	$651K	Buy	12,939 +4,423	+52%	+$222K	0.15%	164
2019 Q4	$428K	Buy	8,516 +1,509	+22%	+$75.8K	0.07%	284
2019 Q3	$352K	Sell	7,007 -275	-4%	-$13.8K	0.06%	311
2019 Q2	$366K	Buy	7,282 +1,595	+28%	+$80.2K	0.08%	266
2019 Q1	$286K	Buy	+5,687	New	+$286K	0.07%	293

Other funds holding TFLO

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TFLO Position: Q2 2020 in Review

Laurel Wealth Advisors (California) sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2020, closing a stake of 12,939 shares — an estimated $651K sold.

Laurel Wealth Advisors (California) first reported a position in TFLO in Q1 2019 and held it in 5 quarters. The position peaked at $651K in Q1 2020. 62 funds tracked by Wall St. Rank hold TFLO as of Q2 2020.

Laurel Wealth Advisors (California) reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2020 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 12,939 iShares Treasury Floating Rate Bond ETF shares in Q2 2020, an estimated $651K.
Laurel Wealth Advisors (California) first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2019 and held it in 5 quarters.
Laurel Wealth Advisors (California)'s iShares Treasury Floating Rate Bond ETF position peaked at $651K in Q1 2020.
62 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2020, filed 14 Aug 2020.