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Burling Wealth Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Burling Wealth 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 		$1.92M Buy
37,878
+4,180
+12% +$211K 0.31% 75
2025
Q4 		$1.7M Buy
33,698
+16,954
+101% +$856K 0.26% 76
2025
Q3 		$847K Buy
+16,744
New +$846K 0.14% 103

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

Burling Wealth Partners's TFLO Position: Q1 2026 in Review

Burling Wealth Partners increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 12% in Q1 2026, buying an estimated $211K and bringing the position to 37,878 shares worth $1.92M. The position accounts for 0.31% of the portfolio, ranked #75.

Burling Wealth Partners first reported a position in TFLO in Q3 2025 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Burling Wealth Partners held 37,878 shares of iShares Treasury Floating Rate Bond ETF worth $1.92M as of Q1 2026.
  • Burling Wealth Partners bought 4,180 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $211K.
  • iShares Treasury Floating Rate Bond ETF made up 0.31% of Burling Wealth Partners's portfolio in Q1 2026, its #75 holding.
  • Burling Wealth Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.