Migdal Insurance & Financial Holdings’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Migdal Insurance & Financial Holdings’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 Q1	–	Sell	-250	Closed	-$13K	–	770
2019 Q4	$13K	Hold	250	–	–	﹤0.01%	694
2019 Q3	$13K	Hold	250	–	–	﹤0.01%	703
2019 Q2	$13K	Hold	250	–	–	﹤0.01%	695
2019 Q1	$13K	Hold	250	–	–	﹤0.01%	656
2018 Q4	$13K	Sell	250 -145	-37%	-$7.29K	﹤0.01%	653
2018 Q3	$20K	Hold	395	–	–	﹤0.01%	745
2018 Q2	$20K	Buy	+395	New	+$19.9K	﹤0.01%	715

Other funds holding TFLO

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

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

Migdal Insurance & Financial Holdings's TFLO Position: Q1 2020 in Review

Migdal Insurance & Financial Holdings sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2020, closing a stake of 250 shares — an estimated $13K sold.

Migdal Insurance & Financial Holdings first reported a position in TFLO in Q2 2018 and held it in 7 quarters. The position peaked at $20K in Q3 2018. 61 funds tracked by Wall St. Rank hold TFLO as of Q1 2020.

Migdal Insurance & Financial Holdings reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 250 iShares Treasury Floating Rate Bond ETF shares in Q1 2020, an estimated $13K.
Migdal Insurance & Financial Holdings first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2018 and held it in 7 quarters.
Migdal Insurance & Financial Holdings's iShares Treasury Floating Rate Bond ETF position peaked at $20K in Q3 2018.
61 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2020, filed 12 May 2020.