Vertex Planning Partners LLC Has $11.32 Million Stock Position in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)

Vertex Planning Partners LLC raised its stake in shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO) by 14.7% during the 4th quarter, Holdings Channel.com reports. The fund owned 224,207 shares of the company’s stock after purchasing an additional 28,757 shares during the quarter. iShares Treasury Floating Rate Bond ETF makes up approximately 2.5% of Vertex Planning Partners LLC’s portfolio, making the stock its 8th largest holding. Vertex Planning Partners LLC’s holdings in iShares Treasury Floating Rate Bond ETF were worth $11,316,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in TFLO. Embree Financial Group grew its position in iShares Treasury Floating Rate Bond ETF by 4.1% in the 4th quarter. Embree Financial Group now owns 5,521 shares of the company’s stock worth $279,000 after purchasing an additional 215 shares during the period. Wintrust Investments LLC grew its holdings in shares of iShares Treasury Floating Rate Bond ETF by 0.4% in the fourth quarter. Wintrust Investments LLC now owns 78,770 shares of the company’s stock worth $3,975,000 after acquiring an additional 347 shares during the period. Merit Financial Group LLC grew its holdings in shares of iShares Treasury Floating Rate Bond ETF by 2.9% in the fourth quarter. Merit Financial Group LLC now owns 13,728 shares of the company’s stock worth $693,000 after acquiring an additional 392 shares during the period. D.A. Davidson & CO. increased its position in iShares Treasury Floating Rate Bond ETF by 7.8% during the third quarter. D.A. Davidson & CO. now owns 5,799 shares of the company’s stock valued at $293,000 after acquiring an additional 421 shares during the last quarter. Finally, Vishria Bird Financial Group LLC lifted its holdings in iShares Treasury Floating Rate Bond ETF by 0.3% in the fourth quarter. Vishria Bird Financial Group LLC now owns 144,030 shares of the company’s stock valued at $7,269,000 after acquiring an additional 447 shares during the period.

iShares Treasury Floating Rate Bond ETF Stock Performance

iShares Treasury Floating Rate Bond ETF stock opened at $50.64 on Friday. iShares Treasury Floating Rate Bond ETF has a 52-week low of $50.36 and a 52-week high of $50.71. The business has a 50-day simple moving average of $50.59 and a two-hundred day simple moving average of $50.54.

iShares Treasury Floating Rate Bond ETF Profile

The iShares Treasury Floating Rate Bond ETF (TFLO) is an exchange-traded fund that mostly invests in investment grade fixed income. The iShares Treasury Floating Rate Bond ETF seeks to track the investment results of an index composed of U.S. Treasury floating rate bonds. TFLO was launched on Feb 3, 2014 and is managed by BlackRock.