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Financial Gravity Companies’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Financial Gravity Companies’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
Q2 		$4.42M Buy
+87,249
New +$4.41M 0.87% 31
2024
Q4 		$3.77M Buy
74,796
+3,235
+5% +$163K 0.86% 30
2024
Q3 		$3.62M Buy
+71,561
New +$3.62M 0.97% 28

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

Financial Gravity Companies's TFLO Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2025: 87,249 shares worth $4.42M. The stake represents 0.87% of the portfolio and ranks #31 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in TFLO as recently as Q4 2024.

Financial Gravity Companies first reported a position in TFLO in Q3 2024 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold TFLO as of Q2 2025.

  • Financial Gravity Companies held 87,249 shares of iShares Treasury Floating Rate Bond ETF worth $4.42M as of Q2 2025.
  • iShares Treasury Floating Rate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Treasury Floating Rate Bond ETF made up 0.87% of Financial Gravity Companies's portfolio in Q2 2025, its #31 holding.
  • Financial Gravity Companies first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.