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Consolidated Portfolio Review Corp’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Consolidated Portfolio Review Corp’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
-15,122
Closed -$765K – 364
2025
Q3 		$765K Sell
15,122
-247
-2% -$12.5K 0.1% 217
2025
Q2 		$778K Buy
+15,369
New +$777K 0.11% 198

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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $18.2B AUM 21.48% 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

Consolidated Portfolio Review Corp's TFLO Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2025, closing a stake of 15,122 shares — an estimated $765K sold.

Consolidated Portfolio Review Corp first reported a position in TFLO in Q2 2025 and held it in 2 quarters. The position peaked at $778K in Q2 2025. 411 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 15,122 iShares Treasury Floating Rate Bond ETF shares in Q4 2025, an estimated $765K.
  • Consolidated Portfolio Review Corp first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's iShares Treasury Floating Rate Bond ETF position peaked at $778K in Q2 2025.
  • 411 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.