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Global Retirement Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Global Retirement Partners’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 		$15.3M Sell
303,285
-42,949
-12% -$2.17M 0.27% 69
2025
Q3 		$17.5M Sell
346,234
-65,235
-16% -$3.3M 0.39% 50
2025
Q2 		$20.8M Buy
+411,469
New +$20.8M 0.52% 39
2024
Q4 		$12M Sell
237,470
-3,718
-2% -$188K 0.34% 63
2024
Q3 		$12.2M Buy
241,188
+33,787
+16% +$1.71M 0.37% 53
2024
Q2 		$10.5M Buy
207,401
+115,374
+125% +$5.84M 0.33% 64
2024
Q1 		$4.66M Sell
92,027
-14,352
-13% -$726K 0.17% 125
2023
Q4 		$5.38M Buy
106,379
+49,349
+87% +$2.5M 0.23% 94
2023
Q3 		$2.88M Buy
57,030
+36,424
+177% +$1.84M 0.15% 143
2023
Q2 		$1.04M Buy
20,606
+5,804
+39% +$293K 0.05% 310
2023
Q1 		$747K Sell
14,802
-41,417
-74% -$2.09M 0.04% 359
2022
Q4 		$2.83M Buy
56,219
+3,748
+7% +$189K 0.19% 120
2022
Q3 		$2.65M Buy
52,471
+867
+2% +$43.7K 0.2% 115
2022
Q2 		$2.6M Buy
51,604
+1,903
+4% +$95.9K 0.21% 111
2022
Q1 		$2.5M Buy
+49,701
New +$2.5M 0.2% 116
2018
Q4 		– Sell
-1,638
Closed -$82K – 1558
2018
Q3 		$82K Hold
1,638
– – 0.02% 447
2018
Q2 		$82K Buy
+1,638
New +$82.3K 0.02% 424

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's TFLO Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 12% in Q4 2025, selling an estimated $2.17M and leaving 303,285 shares worth $15.3M. The position accounts for 0.27% of the portfolio, ranked #69.

Global Retirement Partners first reported a position in TFLO in Q2 2018 and has held it in 17 quarters since. The position peaked at $20.8M in Q2 2025. 411 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

  • Global Retirement Partners held 303,285 shares of iShares Treasury Floating Rate Bond ETF worth $15.3M as of Q4 2025.
  • Global Retirement Partners sold 42,949 iShares Treasury Floating Rate Bond ETF shares in Q4 2025, an estimated $2.17M.
  • iShares Treasury Floating Rate Bond ETF made up 0.27% of Global Retirement Partners's portfolio in Q4 2025, its #69 holding.
  • Global Retirement Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2018 and has held it in 17 quarters since.
  • Global Retirement Partners's iShares Treasury Floating Rate Bond ETF position peaked at $20.8M in Q2 2025.
  • 411 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.