UAS
TFLO icon

United Asset Strategies’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

United Asset Strategies’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
2020
Q1 		– Sell
-16,674
Closed -$838K – 210
2019
Q4 		$838K Buy
16,674
+3,719
+29% +$187K 0.16% 113
2019
Q3 		$651K Buy
12,955
+2,073
+19% +$104K 0.14% 121
2019
Q2 		$547K Buy
10,882
+1,901
+21% +$95.6K 0.13% 130
2019
Q1 		$452K Buy
+8,981
New +$452K 0.11% 149

Other funds holding TFLO

MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Asset Strategies's TFLO Position: Q1 2020 in Review

United Asset Strategies sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2020, closing a stake of 16,674 shares — an estimated $838K sold.

United Asset Strategies first reported a position in TFLO in Q1 2019 and held it in 4 quarters. The position peaked at $838K in Q4 2019. 61 funds tracked by Wall St. Rank hold TFLO as of Q1 2020.

  • United Asset Strategies reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • United Asset Strategies sold 16,674 iShares Treasury Floating Rate Bond ETF shares in Q1 2020, an estimated $838K.
  • United Asset Strategies first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2019 and held it in 4 quarters.
  • United Asset Strategies's iShares Treasury Floating Rate Bond ETF position peaked at $838K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2020.

Based on United Asset Strategies's 13F filing for Q1 2020, filed 8 May 2020.