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

Almanack Investment 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
2025
Q4 		– Sell
-60,711
Closed -$3.07M – 201
2025
Q3 		$3.07M Sell
60,711
-1,918
-3% -$96.9K 0.48% 35
2025
Q2 		$3.17M Sell
62,629
-696
-1% -$35.2K 0.5% 31
2025
Q1 		$3.21M Buy
63,325
+878
+1% +$44.4K 0.64% 23
2024
Q4 		$3.15M Sell
62,447
-11,888
-16% -$600K 0.49% 40
2024
Q3 		$3.76M Sell
74,335
-876
-1% -$44.3K 0.59% 35
2024
Q2 		$3.81M Sell
75,211
-64,980
-46% -$3.29M 0.64% 34
2024
Q1 		$7.11M Buy
140,191
+871
+0.6% +$44.1K 1.21% 18
2023
Q4 		$7.03M Buy
139,320
+9,583
+7% +$485K 1.3% 20
2023
Q3 		$6.58M Buy
129,737
+87,905
+210% +$4.45M 1.27% 15
2023
Q2 		$2.12M Buy
41,832
+16,547
+65% +$836K 0.37% 32
2023
Q1 		$1.28M Buy
+25,285
New +$1.28M 0.25% 49
2022
Q3 		– Sell
-10,136
Closed -$511K – 927
2022
Q2 		$511K Buy
+10,136
New +$511K 0.05% 227

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Almanack Investment Partners's TFLO Position: Q4 2025 in Review

Almanack Investment Partners sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2025, closing a stake of 60,711 shares — an estimated $3.07M sold.

Almanack Investment Partners first reported a position in TFLO in Q2 2022 and held it in 12 quarters. The position peaked at $7.11M in Q1 2024. 411 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

  • Almanack Investment Partners reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 60,711 iShares Treasury Floating Rate Bond ETF shares in Q4 2025, an estimated $3.07M.
  • Almanack Investment Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2022 and held it in 12 quarters.
  • Almanack Investment Partners's iShares Treasury Floating Rate Bond ETF position peaked at $7.11M in Q1 2024.
  • 411 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

Based on Almanack Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.