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

Atria Wealth Solutions’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 Q2	$1.32M	Sell	26,031 -47,842	-65%	-$2.42M	0.03%	544
2025 Q1	$3.74M	Sell	73,873 -227,736	-76%	-$11.5M	0.05%	427
2024 Q4	$15.2M	Buy	301,609 +41,007	+16%	+$2.07M	0.17%	127
2024 Q3	$13.2M	Sell	260,602 -846	-0.3%	-$42.8K	0.14%	154
2024 Q2	$13.2M	Sell	261,448 -98,972	-27%	-$5.01M	0.15%	148
2024 Q1	$18.3M	Sell	360,420 -306,260	-46%	-$15.5M	0.21%	103
2023 Q4	$33.6M	Sell	666,680 -3,071	-0.5%	-$155K	0.42%	38
2023 Q3	$34M	Buy	669,751 +351,224	+110%	+$17.8M	0.48%	32
2023 Q2	$16.1M	Buy	318,527 +14,026	+5%	+$709K	0.22%	101
2023 Q1	$15.4M	Buy	304,501 +223,945	+278%	+$11.3M	0.23%	94
2022 Q4	$4.06M	Buy	80,556 +4,813	+6%	+$243K	0.07%	295
2022 Q3	$3.83M	Buy	75,743 +55,179	+268%	+$2.78M	0.07%	292
2022 Q2	$1.04M	Buy	20,564 +14,616	+246%	+$737K	0.02%	678
2022 Q1	$299K	Buy	+5,948	New	+$299K	0.01%	1316

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

AIA

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

Atria Wealth Solutions's TFLO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 65% in Q2 2025, selling an estimated $2.42M and leaving 26,031 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #544.

Atria Wealth Solutions first reported a position in TFLO in Q1 2022 and has held it in 14 quarters since. The position peaked at $34M in Q3 2023. 404 funds tracked by Wall St. Rank hold TFLO as of Q2 2025.

Atria Wealth Solutions held 26,031 shares of iShares Treasury Floating Rate Bond ETF worth $1.32M as of Q2 2025.
Atria Wealth Solutions sold 47,842 iShares Treasury Floating Rate Bond ETF shares in Q2 2025, an estimated $2.42M.
iShares Treasury Floating Rate Bond ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #544 holding.
Atria Wealth Solutions first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Treasury Floating Rate Bond ETF position peaked at $34M in Q3 2023.
404 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.