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ShoreHaven Wealth Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

ShoreHaven Wealth Partners’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
Q1 		– Sell
-24,166
Closed -$1.22M – 79
2023
Q4 		$1.22M Buy
24,166
+19,078
+375% +$965K 0.74% 35
2023
Q3 		$258K Buy
+5,088
New +$258K 0.18% 62

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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OA
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ShoreHaven Wealth Partners's TFLO Position: Q1 2024 in Review

ShoreHaven Wealth Partners sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2024, closing a stake of 24,166 shares — an estimated $1.22M sold.

ShoreHaven Wealth Partners first reported a position in TFLO in Q3 2023 and held it in 2 quarters. The position peaked at $1.22M in Q4 2023. 435 funds tracked by Wall St. Rank hold TFLO as of Q1 2024.

  • ShoreHaven Wealth Partners reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 24,166 iShares Treasury Floating Rate Bond ETF shares in Q1 2024, an estimated $1.22M.
  • ShoreHaven Wealth Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's iShares Treasury Floating Rate Bond ETF position peaked at $1.22M in Q4 2023.
  • 435 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2024.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2024, filed 2 May 2024.