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Guardian Wealth Advisors (North Carolina)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$398K Sell
7,856
-502
-6% -$25.4K 0.03% 246
2025
Q4 		$422K Sell
8,358
-509
-6% -$25.7K 0.03% 242
2025
Q3 		$449K Sell
8,867
-256
-3% -$12.9K 0.03% 227
2025
Q2 		$462K Sell
9,123
-261
-3% -$13.2K 0.03% 206
2025
Q1 		$475K Sell
9,384
-964
-9% -$48.8K 0.04% 193
2024
Q4 		$522K Buy
10,348
+309
+3% +$15.6K 0.04% 185
2024
Q3 		$508K Buy
10,039
+45
+0.5% +$2.27K 0.06% 163
2024
Q2 		$506K Sell
9,994
-198
-2% -$10K 0.06% 153
2024
Q1 		$517K Sell
10,192
-6,752
-40% -$342K 0.06% 147
2023
Q4 		$855K Buy
16,944
+10,569
+166% +$535K 0.13% 97
2023
Q3 		$323K Hold
6,375
– – 0.06% 178
2023
Q2 		$323K Sell
6,375
-8,625
-58% -$436K 0.06% 165
2023
Q1 		$759K Buy
15,000
+702
+5% +$35.4K 0.13% 89
2022
Q4 		$721K Buy
+14,298
New +$721K 0.14% 88

Other funds holding TFLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $564B AUM 30.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return