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Scissortail Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Scissortail Wealth 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
Q1 		– Sell
-118,743
Closed -$5.99M – 114
2022
Q4 		$5.99M Buy
+118,743
New +$5.99M 3.47% 8

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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
SFG
Steward Financial Group Colleyville, Texas $315M AUM 13.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Scissortail Wealth Management's TFLO Position: Q1 2023 in Review

Scissortail Wealth Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2023, closing a stake of 118,743 shares — an estimated $5.99M sold.

Scissortail Wealth Management first reported a position in TFLO in Q4 2022 and held it in 1 quarter. The position peaked at $5.99M in Q4 2022. 248 funds tracked by Wall St. Rank hold TFLO as of Q1 2023.

  • Scissortail Wealth Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Scissortail Wealth Management sold 118,743 iShares Treasury Floating Rate Bond ETF shares in Q1 2023, an estimated $5.99M.
  • Scissortail Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Scissortail Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $5.99M in Q4 2022.
  • 248 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2023.

Based on Scissortail Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.