One Wealth Management Investment & Advisory Services’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

One Wealth Management Investment & Advisory Services’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	-27,974	Closed	-$1.41M	–	155
2023 Q4	$1.41M	Buy	+27,974	New	+$1.42M	0.63%	31

Other funds holding TFLO

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's TFLO Position: Q1 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2024, closing a stake of 27,974 shares — an estimated $1.41M sold.

One Wealth Management Investment & Advisory Services first reported a position in TFLO in Q4 2023 and held it in 1 quarter. The position peaked at $1.41M in Q4 2023. 434 funds tracked by Wall St. Rank hold TFLO as of Q1 2024.

One Wealth Management Investment & Advisory Services reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2024 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 27,974 iShares Treasury Floating Rate Bond ETF shares in Q1 2024, an estimated $1.41M.
One Wealth Management Investment & Advisory Services first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and held it in 1 quarter.
One Wealth Management Investment & Advisory Services's iShares Treasury Floating Rate Bond ETF position peaked at $1.41M in Q4 2023.
434 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.