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

Telemus Capital’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
Q2 		– Sell
-5,000
Closed -$252K – 419
2019
Q1 		$252K Sell
5,000
-5,000
-50% -$252K 0.02% 368
2018
Q4 		$503K Buy
10,000
+1,500
+18% +$75.4K 0.04% 268
2018
Q3 		$428K Hold
8,500
– – 0.03% 308
2018
Q2 		$428K Buy
+8,500
New +$427K 0.03% 311

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
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Telemus Capital's TFLO Position: Q2 2019 in Review

Telemus Capital sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2019, closing a stake of 5,000 shares — an estimated $252K sold.

Telemus Capital first reported a position in TFLO in Q2 2018 and held it in 4 quarters. The position peaked at $503K in Q4 2018. 64 funds tracked by Wall St. Rank hold TFLO as of Q2 2019.

  • Telemus Capital reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Telemus Capital sold 5,000 iShares Treasury Floating Rate Bond ETF shares in Q2 2019, an estimated $252K.
  • Telemus Capital first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2018 and held it in 4 quarters.
  • Telemus Capital's iShares Treasury Floating Rate Bond ETF position peaked at $503K in Q4 2018.
  • 64 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2019.

Based on Telemus Capital's 13F filing for Q2 2019, filed 9 Aug 2019.