Betterment LLC
TFLO icon

Betterment LLC’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Betterment LLC’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 		$20.6M Buy
406,901
+15,766
+4% +$797K 0.04% 98
2025
Q4 		$19.7M Buy
391,135
+59,542
+18% +$3.01M 0.04% 98
2025
Q3 		$16.8M Buy
331,593
+55,469
+20% +$2.8M 0.03% 102
2025
Q2 		$14M Buy
276,124
+16,635
+6% +$841K 0.03% 104
2025
Q1 		$13.1M Buy
259,489
+31,411
+14% +$1.59M 0.03% 96
2024
Q4 		$11.5M Sell
228,078
-246,911
-52% -$12.5M 0.03% 102
2024
Q3 		$24M Buy
474,989
+172,764
+57% +$8.73M 0.06% 70
2024
Q2 		$15.3M Buy
302,225
+215,245
+247% +$10.9M 0.04% 74
2024
Q1 		$4.41M Sell
86,980
-53,269
-38% -$2.7M 0.01% 108
2023
Q4 		$7.08M Buy
140,249
+2,029
+1% +$103K 0.02% 84
2023
Q3 		$7.01M Buy
+138,220
New +$7M 0.02% 77

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 $377B 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 $666B 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

Betterment LLC's TFLO Position: Q1 2026 in Review

Betterment LLC increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 4% in Q1 2026, buying an estimated $797K and bringing the position to 406,901 shares worth $20.6M. The position accounts for 0.04% of the portfolio, ranked #98.

Betterment LLC first reported a position in TFLO in Q3 2023 and has held it in 11 quarters since. The position peaked at $24M in Q3 2024. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Betterment LLC held 406,901 shares of iShares Treasury Floating Rate Bond ETF worth $20.6M as of Q1 2026.
  • Betterment LLC bought 15,766 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $797K.
  • iShares Treasury Floating Rate Bond ETF made up 0.04% of Betterment LLC's portfolio in Q1 2026, its #98 holding.
  • Betterment LLC first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Betterment LLC's iShares Treasury Floating Rate Bond ETF position peaked at $24M in Q3 2024.
  • 414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.