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BankPlus Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

BankPlus Wealth Management’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
-5,088
Closed -$257K – 115
2025
Q3 		$257K Buy
5,088
+55
+1% +$2.78K 0.15% 95
2025
Q2 		$255K Buy
5,033
+54
+1% +$2.73K 0.17% 90
2025
Q1 		$252K Buy
+4,979
New +$252K 0.19% 87

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

BankPlus Wealth Management's TFLO Position: Q4 2025 in Review

BankPlus Wealth Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2025, closing a stake of 5,088 shares — an estimated $257K sold.

BankPlus Wealth Management first reported a position in TFLO in Q1 2025 and held it in 3 quarters. The position peaked at $257K in Q3 2025. 411 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

  • BankPlus Wealth Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • BankPlus Wealth Management sold 5,088 iShares Treasury Floating Rate Bond ETF shares in Q4 2025, an estimated $257K.
  • BankPlus Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2025 and held it in 3 quarters.
  • BankPlus Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $257K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

Based on BankPlus Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.