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

Ergawealth 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
2026
Q1 		– Sell
-4,754
Closed -$240K – 59
2025
Q4 		$240K Hold
4,754
– – 0.11% 47
2025
Q3 		$241K Buy
+4,754
New +$240K 0.11% 50

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

Ergawealth Advisors's TFLO Position: Q1 2026 in Review

Ergawealth Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 4,754 shares — an estimated $240K sold.

Ergawealth Advisors first reported a position in TFLO in Q3 2025 and held it in 2 quarters. The position peaked at $241K in Q3 2025. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Ergawealth Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Ergawealth Advisors sold 4,754 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $240K.
  • Ergawealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Ergawealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $241K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.