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Emergent Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Emergent Wealth Advisors’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
2024
Q3 		– Sell
-17,558
Closed -$889K – 117
2024
Q2 		$889K Sell
17,558
-2,587
-13% -$131K 0.72% 29
2024
Q1 		$1.02M Buy
20,145
+15,016
+293% +$760K 0.88% 23
2023
Q4 		$264K Buy
+5,129
New +$259K 0.25% 81

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
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Emergent Wealth Advisors's TFLO Position: Q3 2024 in Review

Emergent Wealth Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2024, closing a stake of 17,558 shares — an estimated $889K sold.

Emergent Wealth Advisors first reported a position in TFLO in Q4 2023 and held it in 3 quarters. The position peaked at $1.02M in Q1 2024. 384 funds tracked by Wall St. Rank hold TFLO as of Q3 2024.

  • Emergent Wealth Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Emergent Wealth Advisors sold 17,558 iShares Treasury Floating Rate Bond ETF shares in Q3 2024, an estimated $889K.
  • Emergent Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Emergent Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $1.02M in Q1 2024.
  • 384 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2024.

Based on Emergent Wealth Advisors's 13F filing for Q3 2024, filed 16 Dec 2025.