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Focus Partners Advisor Solutions’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Focus Partners Advisor Solutions’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
Q1 		– Sell
-5,243
Closed -$265K – 1030
2024
Q4 		$265K Buy
+5,243
New +$265K ﹤0.01% 643

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Focus Partners Advisor Solutions's TFLO Position: Q1 2025 in Review

Focus Partners Advisor Solutions sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2025, closing a stake of 5,243 shares — an estimated $265K sold.

Focus Partners Advisor Solutions first reported a position in TFLO in Q4 2024 and held it in 1 quarter. The position peaked at $265K in Q4 2024. 390 funds tracked by Wall St. Rank hold TFLO as of Q1 2025.

  • Focus Partners Advisor Solutions reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 5,243 iShares Treasury Floating Rate Bond ETF shares in Q1 2025, an estimated $265K.
  • Focus Partners Advisor Solutions first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Focus Partners Advisor Solutions's iShares Treasury Floating Rate Bond ETF position peaked at $265K in Q4 2024.
  • 390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2025, filed 15 May 2025.