Legacy Financial Group (Iowa)
TFLO icon

Legacy Financial Group (Iowa)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Legacy Financial Group (Iowa)’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
-4,486
Closed -$226K – 108
2023
Q4 		$226K Sell
4,486
-83,112
-95% -$4.2M 1.03% 27
2023
Q3 		$4.44M Buy
+87,598
New +$4.43M 1.05% 21

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Legacy Financial Group (Iowa)'s TFLO Position: Q1 2024 in Review

Legacy Financial Group (Iowa) sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2024, closing a stake of 4,486 shares — an estimated $226K sold.

Legacy Financial Group (Iowa) first reported a position in TFLO in Q3 2023 and held it in 2 quarters. The position peaked at $4.44M in Q3 2023. 434 funds tracked by Wall St. Rank hold TFLO as of Q1 2024.

  • Legacy Financial Group (Iowa) reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 4,486 iShares Treasury Floating Rate Bond ETF shares in Q1 2024, an estimated $226K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 2 quarters.
  • Legacy Financial Group (Iowa)'s iShares Treasury Floating Rate Bond ETF position peaked at $4.44M in Q3 2023.
  • 434 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2024.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2024, filed 10 Apr 2024.