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

Evernest Financial 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
2025
Q4 		– Sell
-5,338
Closed -$270K – 206
2025
Q3 		$270K Buy
+5,338
New +$270K 0.08% 156

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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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evernest Financial Advisors's TFLO Position: Q4 2025 in Review

Evernest Financial Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2025, closing a stake of 5,338 shares — an estimated $270K sold.

Evernest Financial Advisors first reported a position in TFLO in Q3 2025 and held it in 1 quarter. The position peaked at $270K in Q3 2025. 411 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

  • Evernest Financial Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 5,338 iShares Treasury Floating Rate Bond ETF shares in Q4 2025, an estimated $270K.
  • Evernest Financial Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Evernest Financial Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $270K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

Based on Evernest Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.