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Panoramic Investment Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Panoramic Investment Advisors’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 		$830K Sell
16,365
-19,302
-54% -$977K 0.61% 41
2023
Q4 		$1.8M Sell
35,667
-1,986
-5% -$100K 1.56% 17
2023
Q3 		$1.91M Buy
+37,653
New +$1.91M 1.76% 15
2022
Q4 		$2.34M Buy
+46,355
New +$2.34M 2.4% 10

Other funds holding TFLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Cetera Investment Advisers
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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Panoramic Investment Advisors's TFLO Position: Q1 2024 in Review

Panoramic Investment Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 54% in Q1 2024, selling an estimated $977K and leaving 16,365 shares worth $830K. The position accounts for 0.61% of the portfolio, ranked #41.

Panoramic Investment Advisors first reported a position in TFLO in Q4 2022 and has held it in 4 quarters since. The position peaked at $2.34M in Q4 2022. 434 funds tracked by Wall St. Rank hold TFLO as of Q1 2024.

  • Panoramic Investment Advisors held 16,365 shares of iShares Treasury Floating Rate Bond ETF worth $830K as of Q1 2024.
  • Panoramic Investment Advisors sold 19,302 iShares Treasury Floating Rate Bond ETF shares in Q1 2024, an estimated $977K.
  • iShares Treasury Floating Rate Bond ETF made up 0.61% of Panoramic Investment Advisors's portfolio in Q1 2024, its #41 holding.
  • Panoramic Investment Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • Panoramic Investment Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $2.34M in Q4 2022.
  • 434 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2024.

Based on Panoramic Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.