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

Brighton Jones 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
2025
Q4 		– Sell
-13,134
Closed -$664K – 851
2025
Q3 		$664K Buy
+13,134
New +$664K 0.02% 527

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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 $3.52B AUM 18.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brighton Jones LLC's TFLO Position: Q4 2025 in Review

Brighton Jones LLC sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2025, closing a stake of 13,134 shares — an estimated $664K sold.

Brighton Jones LLC first reported a position in TFLO in Q3 2025 and held it in 1 quarter. The position peaked at $664K in Q3 2025. 412 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

  • Brighton Jones LLC reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 13,134 iShares Treasury Floating Rate Bond ETF shares in Q4 2025, an estimated $664K.
  • Brighton Jones LLC first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Brighton Jones LLC's iShares Treasury Floating Rate Bond ETF position peaked at $664K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.