DAS
TFLO icon

Diversify Advisory Services’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Diversify Advisory Services’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 		– Sell
-9,536
Closed -$482K – 793
2025
Q4 		$482K Sell
9,536
-870
-8% -$43.9K 0.02% 609
2025
Q3 		$525K Sell
10,406
-887
-8% -$44.8K 0.02% 549
2025
Q2 		$571K Sell
11,293
-1,378
-11% -$69.7K 0.02% 489
2025
Q1 		$642K Sell
12,671
-1,769
-12% -$89.5K 0.04% 301
2024
Q4 		$730K Sell
14,440
-1,737
-11% -$87.7K 0.04% 289
2024
Q3 		$818K Sell
16,177
-5,608
-26% -$283K 0.04% 287
2024
Q2 		$1.1M Sell
21,785
-21,294
-49% -$1.08M 0.06% 230
2024
Q1 		$2.17M Buy
+43,079
New +$2.18M 0.13% 151

Other funds holding TFLO

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LPL Financial San Diego, California $376B 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 $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
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