Capital A Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Capital A Wealth Management’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 Q2	$3.23K	Buy	+64	New	+$3.24K	0.04%	273

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Capital A Wealth Management's TFLO Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2025: 64 shares worth $3.23K. The stake represents 0.04% of the portfolio and ranks #273 among its holdings.

404 funds tracked by Wall St. Rank hold TFLO as of Q2 2025.

Capital A Wealth Management held 64 shares of iShares Treasury Floating Rate Bond ETF worth $3.23K as of Q2 2025.
iShares Treasury Floating Rate Bond ETF was a new Capital A Wealth Management position in Q2 2025.
iShares Treasury Floating Rate Bond ETF made up 0.04% of Capital A Wealth Management's portfolio in Q2 2025, its #273 holding.
404 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.