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

Significant 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
Q2 		– Sell
-24,869
Closed -$1.26M – 149
2024
Q1 		$1.26M Buy
24,869
+13,443
+118% +$680K 0.83% 36
2023
Q4 		$577K Buy
+11,426
New +$578K 0.42% 70

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Significant Wealth Partners's TFLO Position: Q2 2024 in Review

Significant Wealth Partners sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2024, closing a stake of 24,869 shares — an estimated $1.26M sold.

Significant Wealth Partners first reported a position in TFLO in Q4 2023 and held it in 2 quarters. The position peaked at $1.26M in Q1 2024. 414 funds tracked by Wall St. Rank hold TFLO as of Q2 2024.

  • Significant Wealth Partners reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 24,869 iShares Treasury Floating Rate Bond ETF shares in Q2 2024, an estimated $1.26M.
  • Significant Wealth Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Significant Wealth Partners's iShares Treasury Floating Rate Bond ETF position peaked at $1.26M in Q1 2024.
  • 414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.