FLP Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

FLP Wealth Management’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	-6,314	Closed	-$319K	–	69
2025 Q4	$319K	Sell	6,314 -5,328	-46%	-$269K	0.75%	37
2025 Q3	$589K	Sell	11,642 -3,537	-23%	-$179K	1.66%	20
2025 Q2	$769K	Buy	15,179 +606	+4%	+$30.6K	2.16%	13
2025 Q1	$738K	Sell	14,573 -3,866	-21%	-$196K	2.35%	12
2024 Q4	$931K	Buy	+18,439	New	+$931K	2.38%	12

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

FLP Wealth Management's TFLO Position: Q1 2026 in Review

FLP Wealth Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 6,314 shares — an estimated $319K sold.

FLP Wealth Management first reported a position in TFLO in Q4 2024 and held it in 5 quarters. The position peaked at $931K in Q4 2024. 416 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

FLP Wealth Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
FLP Wealth Management sold 6,314 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $319K.
FLP Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and held it in 5 quarters.
FLP Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $931K in Q4 2024.
416 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.