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

Hemington 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
Q3 		$2K Hold
47
– – ﹤0.01% 1373
2025
Q2 		$2K Hold
47
– – ﹤0.01% 1352
2025
Q1 		$2K Hold
47
– – ﹤0.01% 1336
2024
Q4 		$2K Hold
47
– – ﹤0.01% 1331
2024
Q3 		$2K Buy
+47
New +$2.38K ﹤0.01% 1243

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
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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hemington Wealth Management's TFLO Position: Q3 2025 in Review

Hemington Wealth Management held its iShares Treasury Floating Rate Bond ETF (TFLO) position steady in Q3 2025 at 47 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Hemington Wealth Management first reported a position in TFLO in Q3 2024 and has held it in 5 quarters since. 390 funds tracked by Wall St. Rank hold TFLO as of Q3 2025.

  • Hemington Wealth Management held 47 shares of iShares Treasury Floating Rate Bond ETF worth $2K as of Q3 2025.
  • Hemington Wealth Management left its iShares Treasury Floating Rate Bond ETF share count unchanged in Q3 2025.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1373 holding.
  • Hemington Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • 390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.