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Pinnacle Associates’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Pinnacle Associates’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
2025
Q1 		– Sell
-8,207
Closed -$414K – 862
2024
Q4 		$414K Buy
+8,207
New +$415K 0.01% 645

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BW
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FAC
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Pinnacle Associates's TFLO Position: Q1 2025 in Review

Pinnacle Associates sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2025, closing a stake of 8,207 shares — an estimated $414K sold.

Pinnacle Associates first reported a position in TFLO in Q4 2024 and held it in 1 quarter. The position peaked at $414K in Q4 2024. 390 funds tracked by Wall St. Rank hold TFLO as of Q1 2025.

  • Pinnacle Associates reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Associates sold 8,207 iShares Treasury Floating Rate Bond ETF shares in Q1 2025, an estimated $414K.
  • Pinnacle Associates first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Pinnacle Associates's iShares Treasury Floating Rate Bond ETF position peaked at $414K in Q4 2024.
  • 390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2025.

Based on Pinnacle Associates's 13F filing for Q1 2025, filed 6 May 2025.