Pacific Center for Financial Services’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Pacific Center for Financial 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
2022 Q3	$99K	Sell	1,963 -4,266	-68%	-$215K	0.04%	111
2022 Q2	$314K	Buy	+6,229	New	+$314K	0.13%	59

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

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

MCM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Pacific Center for Financial Services's TFLO Position: Q3 2022 in Review

Pacific Center for Financial Services reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 68% in Q3 2022, selling an estimated $215K and leaving 1,963 shares worth $99K. The position accounts for 0.04% of the portfolio, ranked #111.

Pacific Center for Financial Services first reported a position in TFLO in Q2 2022 and has held it in 2 quarters since. The position peaked at $314K in Q2 2022. 173 funds tracked by Wall St. Rank hold TFLO as of Q3 2022.

Pacific Center for Financial Services held 1,963 shares of iShares Treasury Floating Rate Bond ETF worth $99K as of Q3 2022.
Pacific Center for Financial Services sold 4,266 iShares Treasury Floating Rate Bond ETF shares in Q3 2022, an estimated $215K.
iShares Treasury Floating Rate Bond ETF made up 0.04% of Pacific Center for Financial Services's portfolio in Q3 2022, its #111 holding.
Pacific Center for Financial Services first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2022 and has held it in 2 quarters since.
Pacific Center for Financial Services's iShares Treasury Floating Rate Bond ETF position peaked at $314K in Q2 2022.
173 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2022.

Based on Pacific Center for Financial Services's 13F filing for Q3 2022, filed 14 Nov 2022.