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

Graybill 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
Q2 		– Sell
-3,112
Closed -$158K – 168
2025
Q1 		$158K Buy
+3,112
New +$157K 0.05% 80

Other funds holding TFLO

Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

Graybill Wealth Management's TFLO Position: Q2 2025 in Review

Graybill Wealth Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2025, closing a stake of 3,112 shares — an estimated $158K sold.

Graybill Wealth Management first reported a position in TFLO in Q1 2025 and held it in 1 quarter. The position peaked at $158K in Q1 2025. 403 funds tracked by Wall St. Rank hold TFLO as of Q2 2025.

  • Graybill Wealth Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Graybill Wealth Management sold 3,112 iShares Treasury Floating Rate Bond ETF shares in Q2 2025, an estimated $158K.
  • Graybill Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Graybill Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $158K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.