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Atria Investments’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Atria Investments’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
-7,026
Closed -$355K – 2149
2025
Q4 		$355K Sell
7,026
-220,909
-97% -$11.2M ﹤0.01% 1650
2025
Q3 		$11.5M Buy
227,935
+11,010
+5% +$557K 0.13% 162
2025
Q2 		$11M Sell
216,925
-5,668
-3% -$287K 0.13% 168
2025
Q1 		$11.3M Buy
222,593
+6
+0% +$304 0.14% 161
2024
Q4 		$11.2M Buy
222,587
+24,045
+12% +$1.21M 0.14% 166
2024
Q3 		$10M Buy
198,542
+7,724
+4% +$390K 0.12% 183
2024
Q2 		$9.67M Buy
190,818
+1,117
+0.6% +$56.5K 0.13% 176
2024
Q1 		$9.62M Sell
189,701
-248,019
-57% -$12.5M 0.13% 180
2023
Q4 		$22.1M Buy
437,720
+6,046
+1% +$306K 0.34% 57
2023
Q3 		$21.9M Buy
431,674
+251,988
+140% +$12.8M 0.39% 48
2023
Q2 		$9.1M Buy
179,686
+8,443
+5% +$427K 0.16% 146
2023
Q1 		$8.66M Buy
171,243
+16,850
+11% +$851K 0.16% 152
2022
Q4 		$7.78M Buy
154,393
+126,698
+457% +$6.39M 0.16% 162
2022
Q3 		$1.4M Buy
+27,695
New +$1.4M 0.03% 602
2019
Q4 		– Sell
-32,779
Closed -$1.65M – 1235
2019
Q3 		$1.65M Buy
32,779
+398
+1% +$20K 0.06% 276
2019
Q2 		$1.63M Buy
32,381
+6,139
+23% +$309K 0.06% 269
2019
Q1 		$1.32M Buy
26,242
+9,776
+59% +$492K 0.06% 283
2018
Q4 		$828K Buy
+16,466
New +$828K 0.04% 352

Other funds holding TFLO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Atria Investments's TFLO Position: Q1 2026 in Review

Atria Investments sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 7,026 shares — an estimated $355K sold.

Atria Investments first reported a position in TFLO in Q4 2018 and held it in 18 quarters. The position peaked at $22.1M in Q4 2023. 416 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Atria Investments reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 7,026 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $355K.
  • Atria Investments first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2018 and held it in 18 quarters.
  • Atria Investments's iShares Treasury Floating Rate Bond ETF position peaked at $22.1M in Q4 2023.
  • 416 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.