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Riggs Asset Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Riggs Asset Management’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
2023
Q4 		– Sell
-139
Closed -$7.05K – 460
2023
Q3 		$7.05K Buy
+139
New +$7.04K ﹤0.01% 267

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Riggs Asset Management's TFLO Position: Q4 2023 in Review

Riggs Asset Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2023, closing a stake of 139 shares — an estimated $7.05K sold.

Riggs Asset Management first reported a position in TFLO in Q3 2023 and held it in 1 quarter. The position peaked at $7.05K in Q3 2023. 524 funds tracked by Wall St. Rank hold TFLO as of Q4 2023.

  • Riggs Asset Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Riggs Asset Management sold 139 iShares Treasury Floating Rate Bond ETF shares in Q4 2023, an estimated $7.05K.
  • Riggs Asset Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Riggs Asset Management's iShares Treasury Floating Rate Bond ETF position peaked at $7.05K in Q3 2023.
  • 524 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2023.

Based on Riggs Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.