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Retirement Planning Group (Kansas)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Retirement Planning Group (Kansas)’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
Q3 		– Sell
-14,632
Closed -$741K – 281
2024
Q2 		$741K Sell
14,632
-143,244
-91% -$7.24M 0.05% 126
2024
Q1 		$8M Buy
157,876
+70,646
+81% +$3.57M 0.61% 24
2023
Q4 		$4.4M Buy
+87,230
New +$4.41M 0.39% 28

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
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Retirement Planning Group (Kansas)'s TFLO Position: Q3 2024 in Review

Retirement Planning Group (Kansas) sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2024, closing a stake of 14,632 shares — an estimated $741K sold.

Retirement Planning Group (Kansas) first reported a position in TFLO in Q4 2023 and held it in 3 quarters. The position peaked at $8M in Q1 2024. 384 funds tracked by Wall St. Rank hold TFLO as of Q3 2024.

  • Retirement Planning Group (Kansas) reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 14,632 iShares Treasury Floating Rate Bond ETF shares in Q3 2024, an estimated $741K.
  • Retirement Planning Group (Kansas) first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Retirement Planning Group (Kansas)'s iShares Treasury Floating Rate Bond ETF position peaked at $8M in Q1 2024.
  • 384 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2024.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2024, filed 10 Oct 2024.