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TFLO icon

Ancora Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Ancora Advisors’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 		$84.2K Sell
1,663
-389
-19% -$19.7K ﹤0.01% 960
2025
Q4 		$104K Sell
2,052
-316
-13% -$16K ﹤0.01% 901
2025
Q3 		$120K Sell
2,368
-1,000
-30% -$50.5K ﹤0.01% 826
2025
Q2 		$171K Sell
3,368
-40
-1% -$2.02K ﹤0.01% 759
2025
Q1 		$173K Sell
3,408
-136
-4% -$6.88K ﹤0.01% 744
2024
Q4 		$179K Sell
3,544
-284
-7% -$14.3K ﹤0.01% 734
2024
Q3 		$194K Sell
3,828
-2,588
-40% -$131K ﹤0.01% 700
2024
Q2 		$325K Sell
6,416
-9,875
-61% -$499K 0.01% 576
2024
Q1 		$826K Buy
16,291
+1,301
+9% +$65.8K 0.02% 422
2023
Q4 		$757K Buy
14,990
+542
+4% +$27.4K 0.02% 423
2023
Q3 		$733K Buy
+14,448
New +$731K 0.02% 404

Other funds holding TFLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $564B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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 $768M AUM 14.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return