HFO
TFLO icon

Heritage Family Offices’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Heritage Family Offices’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
Q1 		– Sell
-12,779
Closed -$645K – 195
2024
Q4 		$645K Buy
12,779
+678
+6% +$34.2K 0.32% 69
2024
Q3 		$612K Sell
12,101
-1,528
-11% -$77.2K 0.32% 71
2024
Q2 		$690K Buy
+13,629
New +$689K 0.38% 61

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 $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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Heritage Family Offices's TFLO Position: Q1 2025 in Review

Heritage Family Offices sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2025, closing a stake of 12,779 shares — an estimated $645K sold.

Heritage Family Offices first reported a position in TFLO in Q2 2024 and held it in 3 quarters. The position peaked at $690K in Q2 2024. 390 funds tracked by Wall St. Rank hold TFLO as of Q1 2025.

  • Heritage Family Offices reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Heritage Family Offices sold 12,779 iShares Treasury Floating Rate Bond ETF shares in Q1 2025, an estimated $645K.
  • Heritage Family Offices first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Heritage Family Offices's iShares Treasury Floating Rate Bond ETF position peaked at $690K in Q2 2024.
  • 390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2025.

Based on Heritage Family Offices's 13F filing for Q1 2025, filed 10 Apr 2025.