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

WealthPLAN 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
Q1 		– Sell
-26,674
Closed -$1.35M – 341
2023
Q4 		$1.35M Buy
26,674
+5,959
+29% +$301K 0.14% 141
2023
Q3 		$1.05M Buy
20,715
+20,129
+3,435% +$1.02M 0.12% 142
2023
Q2 		$29.7K Sell
586
-21
-3% -$1.06K ﹤0.01% 602
2023
Q1 		$30.7K Buy
+607
New +$30.6K ﹤0.01% 641

Other funds holding TFLO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WealthPLAN Partners's TFLO Position: Q1 2024 in Review

WealthPLAN Partners sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2024, closing a stake of 26,674 shares — an estimated $1.35M sold.

WealthPLAN Partners first reported a position in TFLO in Q1 2023 and held it in 4 quarters. The position peaked at $1.35M in Q4 2023. 435 funds tracked by Wall St. Rank hold TFLO as of Q1 2024.

  • WealthPLAN Partners reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 26,674 iShares Treasury Floating Rate Bond ETF shares in Q1 2024, an estimated $1.35M.
  • WealthPLAN Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2023 and held it in 4 quarters.
  • WealthPLAN Partners's iShares Treasury Floating Rate Bond ETF position peaked at $1.35M in Q4 2023.
  • 435 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.