IWM
TFLO icon

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

IHT 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
2026
Q1 		$940K Buy
18,565
+5,994
+48% +$303K 0.02% 596
2025
Q4 		$634K Sell
12,571
-2,998
-19% -$151K 0.02% 683
2025
Q3 		$788K Buy
15,569
+646
+4% +$32.7K 0.02% 603
2025
Q2 		$756K Buy
14,923
+462
+3% +$23.4K 0.02% 576
2025
Q1 		$733K Sell
14,461
-1,285
-8% -$65K 0.02% 555
2024
Q4 		$795K Buy
15,746
+2,673
+20% +$135K 0.03% 527
2024
Q3 		$661K Sell
13,073
-2,372
-15% -$120K 0.02% 629
2024
Q2 		$782K Sell
15,445
-12,678
-45% -$641K 0.03% 496
2024
Q1 		$1.43M Buy
28,123
+12,817
+84% +$648K 0.06% 336
2023
Q4 		$772K Sell
15,306
-607
-4% -$30.7K 0.03% 462
2023
Q3 		$807K Buy
15,913
+6,323
+66% +$320K 0.04% 404
2023
Q2 		$486K Buy
+9,590
New +$485K 0.03% 550

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