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Ruggie Capital Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Ruggie Capital Group’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
2019
Q1 		– Sell
-80
Closed -$4K – 431
2018
Q4 		$4K Buy
+80
New +$4.02K ﹤0.01% 402

Other funds holding TFLO

MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 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
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ruggie Capital Group's TFLO Position: Q1 2019 in Review

Ruggie Capital Group sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2019, closing a stake of 80 shares — an estimated $4K sold.

Ruggie Capital Group first reported a position in TFLO in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 63 funds tracked by Wall St. Rank hold TFLO as of Q1 2019.

  • Ruggie Capital Group reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 80 iShares Treasury Floating Rate Bond ETF shares in Q1 2019, an estimated $4K.
  • Ruggie Capital Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Ruggie Capital Group's iShares Treasury Floating Rate Bond ETF position peaked at $4K in Q4 2018.
  • 63 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.