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Elevation Wealth Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Elevation Wealth 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
2025
Q3 		– Sell
-9,886
Closed -$501K – 884
2025
Q2 		$501K Hold
9,886
– – 0.2% 71
2025
Q1 		$501K Hold
9,886
– – 0.22% 68
2024
Q4 		$499K Buy
+9,886
New +$499K 0.21% 68

Other funds holding TFLO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elevation Wealth Partners's TFLO Position: Q3 2025 in Review

Elevation Wealth Partners sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2025, closing a stake of 9,886 shares — an estimated $501K sold.

Elevation Wealth Partners first reported a position in TFLO in Q4 2024 and held it in 3 quarters. The position peaked at $501K in Q1 2025. 390 funds tracked by Wall St. Rank hold TFLO as of Q3 2025.

  • Elevation Wealth Partners reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 9,886 iShares Treasury Floating Rate Bond ETF shares in Q3 2025, an estimated $501K.
  • Elevation Wealth Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Elevation Wealth Partners's iShares Treasury Floating Rate Bond ETF position peaked at $501K in Q1 2025.
  • 390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2025.

Based on Elevation Wealth Partners's 13F filing for Q3 2025, filed 6 Oct 2025.