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TFLO icon

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

Drive 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
2026
Q1 		$3.53M Sell
69,659
-15,555
-18% -$786K 0.74% 29
2025
Q4 		$4.3M Buy
85,214
+26,711
+46% +$1.35M 0.84% 24
2025
Q3 		$2.96M Buy
+58,503
New +$2.96M 0.63% 33
2023
Q4 		– Sell
-6,000
Closed -$304K – 324
2023
Q3 		$304K Buy
+6,000
New +$304K 0.11% 171

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

Drive Wealth Management's TFLO Position: Q1 2026 in Review

Drive Wealth Management reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 18% in Q1 2026, selling an estimated $786K and leaving 69,659 shares worth $3.53M. The position accounts for 0.74% of the portfolio, ranked #29.

Drive Wealth Management first reported a position in TFLO in Q3 2023 and has held it in 4 quarters since. The position peaked at $4.3M in Q4 2025. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Drive Wealth Management held 69,659 shares of iShares Treasury Floating Rate Bond ETF worth $3.53M as of Q1 2026.
  • Drive Wealth Management sold 15,555 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $786K.
  • iShares Treasury Floating Rate Bond ETF made up 0.74% of Drive Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Drive Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 4 quarters since.
  • Drive Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $4.3M in Q4 2025.
  • 414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Drive Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.