IP
TFLO icon

Ignite Planners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Ignite Planners’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 		$2.47M Sell
48,598
-666
-1% -$33.7K 0.38% 65
2025
Q4 		$2.49M Buy
49,264
+556
+1% +$28.1K 0.38% 60
2025
Q3 		$2.46M Buy
48,708
+506
+1% +$25.6K 0.4% 57
2025
Q2 		$2.44M Buy
48,202
+1,622
+3% +$82K 0.42% 54
2025
Q1 		$2.35M Sell
46,580
-2,009
-4% -$102K 0.46% 51
2024
Q4 		$2.45M Sell
48,589
-5,287
-10% -$267K 0.54% 43
2024
Q3 		$2.73M Buy
53,876
+6,772
+14% +$342K 0.62% 39
2024
Q2 		$2.38M Buy
47,104
+9,422
+25% +$477K 0.58% 41
2024
Q1 		$1.9M Buy
37,682
+15,276
+68% +$773K 0.53% 50
2023
Q4 		$1.13M Buy
22,406
+8,398
+60% +$425K 0.34% 80
2023
Q3 		$709K Buy
+14,008
New +$709K 0.22% 121

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