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WealthTrust Asset Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

WealthTrust Asset Management’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
2025
Q1 		– Sell
-9,897
Closed -$500K – 99
2024
Q4 		$500K Buy
+9,897
New +$500K 0.36% 57

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BW
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WealthTrust Asset Management's TFLO Position: Q1 2025 in Review

WealthTrust Asset Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2025, closing a stake of 9,897 shares — an estimated $500K sold.

WealthTrust Asset Management first reported a position in TFLO in Q4 2024 and held it in 1 quarter. The position peaked at $500K in Q4 2024. 390 funds tracked by Wall St. Rank hold TFLO as of Q1 2025.

  • WealthTrust Asset Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • WealthTrust Asset Management sold 9,897 iShares Treasury Floating Rate Bond ETF shares in Q1 2025, an estimated $500K.
  • WealthTrust Asset Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and held it in 1 quarter.
  • WealthTrust Asset Management's iShares Treasury Floating Rate Bond ETF position peaked at $500K in Q4 2024.
  • 390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2025.

Based on WealthTrust Asset Management's 13F filing for Q1 2025, filed 1 May 2025.