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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

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return