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Morgan Dempsey Capital Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Morgan Dempsey Capital Management’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
2019
Q4 		– Sell
-999
Closed -$50K – 156
2019
Q3 		$50K Hold
999
– – 0.02% 127
2019
Q2 		$50K Buy
+999
New +$50.3K 0.02% 129

Other funds holding TFLO

MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return

Morgan Dempsey Capital Management's TFLO Position: Q4 2019 in Review

Morgan Dempsey Capital Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2019, closing a stake of 999 shares — an estimated $50K sold.

Morgan Dempsey Capital Management first reported a position in TFLO in Q2 2019 and held it in 2 quarters. The position peaked at $50K in Q3 2019. 61 funds tracked by Wall St. Rank hold TFLO as of Q4 2019.

  • Morgan Dempsey Capital Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 999 iShares Treasury Floating Rate Bond ETF shares in Q4 2019, an estimated $50K.
  • Morgan Dempsey Capital Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2019 and held it in 2 quarters.
  • Morgan Dempsey Capital Management's iShares Treasury Floating Rate Bond ETF position peaked at $50K in Q3 2019.
  • 61 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2019.

Based on Morgan Dempsey Capital Management's 13F filing for Q4 2019, filed 5 Feb 2020.