Sutton Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$3.96K Sell
78
-39
-33% -$1.97K ﹤0.01% 620
2023
Q2
$5.93K Buy
+117
New +$5.91K ﹤0.01% 535

Other funds holding TFLO

Sutton Wealth Advisors's TFLO Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 33% in Q3 2023, selling an estimated $1.97K and leaving 78 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Sutton Wealth Advisors first reported a position in TFLO in Q2 2023 and has held it in 2 quarters since. The position peaked at $5.93K in Q2 2023. 456 funds tracked by Wall St. Rank hold TFLO as of Q3 2023.

  • Sutton Wealth Advisors held 78 shares of iShares Treasury Floating Rate Bond ETF worth $3.96K as of Q3 2023.
  • Sutton Wealth Advisors sold 39 iShares Treasury Floating Rate Bond ETF shares in Q3 2023, an estimated $1.97K.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #620 holding.
  • Sutton Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $5.93K in Q2 2023.
  • 456 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.