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

Gibbs 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
2025 Q4	–	Sell	-4,158	Closed	-$210K	–	344
2025 Q3	$210K	Sell	4,158 -193	-4%	-$9.76K	0.05%	318
2025 Q2	$220K	Sell	4,351 -1,465	-25%	-$74.1K	0.04%	341
2025 Q1	$295K	Buy	5,816 +91	+2%	+$4.6K	0.07%	257
2024 Q4	$289K	Buy	5,725 +1,000	+21%	+$50.5K	0.08%	237
2024 Q3	$239K	Sell	4,725 -326	-6%	-$16.5K	0.08%	238
2024 Q2	$256K	Sell	5,051 -7,578	-60%	-$383K	0.1%	202
2024 Q1	$640K	Buy	+12,629	New	+$639K	0.37%	67

Other funds holding TFLO

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gibbs Wealth Management's TFLO Position: Q4 2025 in Review

Gibbs Wealth Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2025, closing a stake of 4,158 shares — an estimated $210K sold.

Gibbs Wealth Management first reported a position in TFLO in Q1 2024 and held it in 7 quarters. The position peaked at $640K in Q1 2024. 411 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

Gibbs Wealth Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
Gibbs Wealth Management sold 4,158 iShares Treasury Floating Rate Bond ETF shares in Q4 2025, an estimated $210K.
Gibbs Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2024 and held it in 7 quarters.
Gibbs Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $640K in Q1 2024.
411 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

Based on Gibbs Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.