IA
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IFG Advisory’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

IFG Advisory’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 		$190K Sell
3,756
-29,745
-89% -$1.5M 0.55% 30
2025
Q4 		$1.69M Sell
33,501
-681
-2% -$34.4K 0.07% 274
2025
Q3 		$1.73M Sell
34,182
-2,603
-7% -$132K 0.08% 254
2025
Q2 		$1.86M Buy
36,785
+8,300
+29% +$420K 0.09% 236
2025
Q1 		$1.44M Sell
28,485
-403
-1% -$20.4K 0.08% 260
2024
Q4 		$1.46M Sell
28,888
-988
-3% -$49.9K 0.08% 247
2024
Q3 		$1.51M Buy
29,876
+5,905
+25% +$298K 0.1% 238
2024
Q2 		$1.21M Buy
23,971
+6,125
+34% +$310K 0.08% 255
2024
Q1 		$905K Buy
17,846
+4,246
+31% +$215K 0.07% 262
2023
Q4 		$686K Buy
13,600
+767
+6% +$38.8K 0.05% 311
2023
Q3 		$651K Buy
+12,833
New +$650K 0.05% 296

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