Atomi Financial Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Atomi Financial Group’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	-4,616	Closed	-$234K	–	1275
2025 Q3	$234K	Sell	4,616 -425	-8%	-$21.5K	0.01%	1030
2025 Q2	$255K	Buy	5,041 +525	+12%	+$26.5K	0.01%	907
2025 Q1	$229K	Buy	+4,516	New	+$228K	0.01%	912
2024 Q2	–	Sell	-6,370	Closed	-$323K	–	838
2024 Q1	$323K	Buy	6,370 +683	+12%	+$34.6K	0.03%	509
2023 Q4	$287K	Sell	5,687 -67	-1%	-$3.39K	0.04%	430
2023 Q3	$292K	Buy	+5,754	New	+$291K	0.1%	245

Other funds holding TFLO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atomi Financial Group's TFLO Position: Q4 2025 in Review

Atomi Financial Group sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2025, closing a stake of 4,616 shares — an estimated $234K sold.

Atomi Financial Group first reported a position in TFLO in Q3 2023 and held it in 6 quarters. The position peaked at $323K in Q1 2024. 411 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

Atomi Financial Group reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
Atomi Financial Group sold 4,616 iShares Treasury Floating Rate Bond ETF shares in Q4 2025, an estimated $234K.
Atomi Financial Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 6 quarters.
Atomi Financial Group's iShares Treasury Floating Rate Bond ETF position peaked at $323K in Q1 2024.
411 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.