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BFO
Boston Family Office’s
iShares Treasury Floating Rate Bond ETF
TFLO
Stock Holding History
Boston Family Office’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
$2.12M
Sell
41,945
-3,135
-7%
-$158K
0.14%
117
2025
Q4
$2.27M
Sell
45,080
-229
-0.5%
-$11.6K
0.14%
113
2025
Q3
$2.29M
Buy
45,309
+7,014
+18%
+$355K
0.15%
110
2025
Q2
$1.94M
Buy
38,295
+789
+2%
+$39.9K
0.13%
121
2025
Q1
$1.9M
Sell
37,506
-3,741
-9%
-$189K
0.13%
115
2024
Q4
$2.08M
Buy
41,247
+13,244
+47%
+$669K
0.14%
110
2024
Q3
$1.42M
Sell
28,003
-3,552
-11%
-$180K
0.1%
134
2024
Q2
$1.6M
Sell
31,555
-840
-3%
-$42.5K
0.12%
120
2024
Q1
$1.64M
Sell
32,395
-6,132
-16%
-$310K
0.12%
121
2023
Q4
$1.94M
Sell
38,527
-16,080
-29%
-$813K
0.15%
116
2023
Q3
$2.77M
Sell
54,607
-3,004
-5%
-$152K
0.23%
84
2023
Q2
$2.92M
Buy
57,611
+1,473
+3%
+$74.4K
0.22%
87
2023
Q1
$2.84M
Buy
56,138
+11,052
+25%
+$558K
0.23%
85
2022
Q4
$2.27M
Sell
45,086
-3,354
-7%
-$169K
0.19%
100
2022
Q3
$2.45M
Buy
+48,440
New
+$2.44M
0.22%
88
Other funds holding TFLO
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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