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Resolute Financial’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Resolute Financial’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
Q4 		$354K Buy
7,030
+80
+1% +$4.04K 0.3% 79
2022
Q3 		$351K Buy
+6,950
New +$350K 0.33% 75

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
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Resolute Financial's TFLO Position: Q4 2022 in Review

Resolute Financial increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 1.2% in Q4 2022, buying an estimated $4.04K and bringing the position to 7,030 shares worth $354K. The position accounts for 0.3% of the portfolio, ranked #79.

Resolute Financial first reported a position in TFLO in Q3 2022 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold TFLO as of Q4 2022.

  • Resolute Financial held 7,030 shares of iShares Treasury Floating Rate Bond ETF worth $354K as of Q4 2022.
  • Resolute Financial bought 80 iShares Treasury Floating Rate Bond ETF shares in Q4 2022, an estimated $4.04K.
  • iShares Treasury Floating Rate Bond ETF made up 0.3% of Resolute Financial's portfolio in Q4 2022, its #79 holding.
  • Resolute Financial first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.