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Birchwood Financial Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Birchwood Financial Partners’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
-50
Closed -$2.52K – 368
2025
Q4 		$2.52K Buy
+50
New +$2.52K ﹤0.01% 330

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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

Birchwood Financial Partners's TFLO Position: Q1 2026 in Review

Birchwood Financial Partners sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 50 shares — an estimated $2.52K sold.

Birchwood Financial Partners first reported a position in TFLO in Q4 2025 and held it in 1 quarter. The position peaked at $2.52K in Q4 2025. 415 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Birchwood Financial Partners reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Birchwood Financial Partners sold 50 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $2.52K.
  • Birchwood Financial Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Birchwood Financial Partners's iShares Treasury Floating Rate Bond ETF position peaked at $2.52K in Q4 2025.
  • 415 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Birchwood Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.