Acute Investment Advisory’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Acute Investment Advisory’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
2026 Q1	–	Sell	-60,708	Closed	-$3.06M	–	22
2025 Q4	$3.06M	Sell	60,708 -6,719	-10%	-$339K	29.68%	1
2025 Q3	$3.41M	Sell	67,427 -13,845	-17%	-$700K	28.66%	1
2025 Q2	$4.12M	Sell	81,272 -55,438	-41%	-$2.8M	33.56%	1
2025 Q1	$6.93M	Sell	136,710 -482,153	-78%	-$24.4M	34.83%	1
2024 Q4	$31.2M	Sell	618,863 -493,205	-44%	-$24.9M	34.27%	1
2024 Q3	$56.3M	Sell	1,112,068 -20,619	-2%	-$1.04M	32.32%	1
2024 Q2	$57.4M	Sell	1,132,687 -3,760	-0.3%	-$190K	32.71%	1
2024 Q1	$57.6M	Buy	1,136,447 +35,724	+3%	+$1.81M	38.62%	1
2023 Q4	$55.6M	Buy	1,100,723 +35,311	+3%	+$1.79M	32.85%	1
2023 Q3	$54.1M	Buy	+1,065,412	New	+$53.9M	32.47%	1

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Acute Investment Advisory's TFLO Position: Q1 2026 in Review

Acute Investment Advisory sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 60,708 shares — an estimated $3.06M sold.

Acute Investment Advisory first reported a position in TFLO in Q3 2023 and held it in 10 quarters. The position peaked at $57.6M in Q1 2024. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

Acute Investment Advisory reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
Acute Investment Advisory sold 60,708 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $3.06M.
Acute Investment Advisory first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 10 quarters.
Acute Investment Advisory's iShares Treasury Floating Rate Bond ETF position peaked at $57.6M in Q1 2024.
414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Acute Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.