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Cerity Partners’s
iShares Treasury Floating Rate Bond ETF
TFLO
Stock Holding History
Cerity 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
$7.32M
Sell
144,556
-20,343
-12%
-$1.03M
0.01%
849
2025
Q4
$8.32M
Sell
164,899
-32,523
-16%
-$1.64M
0.01%
718
2025
Q3
$9.99M
Sell
197,422
-11,872
-6%
-$600K
0.02%
584
2025
Q2
$10.6M
Buy
209,294
+23,083
+12%
+$1.17M
0.02%
511
2025
Q1
$9.43M
Sell
186,211
-23,957
-11%
-$1.21M
0.02%
507
2024
Q4
$10.6M
Buy
210,168
+41,567
+25%
+$2.1M
0.02%
464
2024
Q3
$8.53M
Buy
168,601
+46,627
+38%
+$2.36M
0.02%
537
2024
Q2
$6.18M
Buy
121,974
+42,643
+54%
+$2.16M
0.02%
548
2024
Q1
$4.02M
Sell
79,331
-10,934
-12%
-$553K
0.01%
720
2023
Q4
$4.56M
Sell
90,265
-759,156
-89%
-$38.4M
0.02%
559
2023
Q3
$43.1M
Buy
849,421
+675,950
+390%
+$34.2M
0.21%
119
2023
Q2
$8.79M
Buy
+173,471
New
+$8.77M
0.03%
366
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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