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

Parallel 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 		– Sell
-323
Closed -$16.3K – 3416
2023
Q4 		$16.3K Buy
+323
New +$16.3K ﹤0.01% 2067
2023
Q3 		– Sell
-749
Closed -$38K – 3484
2023
Q2 		$38K Buy
+749
New +$37.9K ﹤0.01% 1540
2020
Q1 		– Sell
-1
Closed – – 2650
2019
Q4 		$0 Buy
+1
New +$50 ﹤0.01% 2494

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

Parallel Advisors's TFLO Position: Q1 2024 in Review

Parallel Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2024, closing a stake of 323 shares — an estimated $16.3K sold.

Parallel Advisors first reported a position in TFLO in Q4 2019 and held it in 3 quarters. The position peaked at $38K in Q2 2023. 434 funds tracked by Wall St. Rank hold TFLO as of Q1 2024.

  • Parallel Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Parallel Advisors sold 323 iShares Treasury Floating Rate Bond ETF shares in Q1 2024, an estimated $16.3K.
  • Parallel Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Parallel Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $38K in Q2 2023.
  • 434 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2024.

Based on Parallel Advisors's 13F filing for Q1 2024, filed 6 May 2024.