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Gladstone Institutional Advisory’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Gladstone Institutional Advisory’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
-7,738
Closed -$390K – 888
2025
Q4 		$390K Buy
+7,738
New +$391K 0.01% 560
2024
Q1 		– Sell
-6,280
Closed -$317K – 713
2023
Q4 		$317K Buy
6,280
+2,169
+53% +$110K 0.02% 509
2023
Q3 		$209K Buy
+4,111
New +$208K 0.01% 573

Other funds holding TFLO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Gladstone Institutional Advisory's TFLO Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 7,738 shares — an estimated $390K sold.

Gladstone Institutional Advisory first reported a position in TFLO in Q3 2023 and held it in 3 quarters. The position peaked at $390K in Q4 2025. 416 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 7,738 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $390K.
  • Gladstone Institutional Advisory first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 3 quarters.
  • Gladstone Institutional Advisory's iShares Treasury Floating Rate Bond ETF position peaked at $390K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.