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

Triad 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
Q3 		– Sell
-17
Closed -$861 – 820
2024
Q2 		$861 Buy
+17
New +$860 ﹤0.01% 887

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Triad Wealth Partners's TFLO Position: Q3 2024 in Review

Triad Wealth Partners sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2024, closing a stake of 17 shares — an estimated $861 sold.

Triad Wealth Partners first reported a position in TFLO in Q2 2024 and held it in 1 quarter. The position peaked at $861 in Q2 2024. 384 funds tracked by Wall St. Rank hold TFLO as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 17 iShares Treasury Floating Rate Bond ETF shares in Q3 2024, an estimated $861.
  • Triad Wealth Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares Treasury Floating Rate Bond ETF position peaked at $861 in Q2 2024.
  • 384 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.