Insight Wealth Strategies’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Insight Wealth Strategies’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 Q2	–	Sell	-6,574	Closed	-$333K	–	178
2025 Q1	$333K	Buy	6,574 +12	+0.2%	+$607	0.04%	130
2024 Q4	$331K	Sell	6,562 -64,628	-91%	-$3.26M	0.04%	133
2024 Q3	$3.6M	Sell	71,190 -155,893	-69%	-$7.88M	0.47%	60
2024 Q2	$11.5M	Buy	+227,083	New	+$11.5M	1.64%	17

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Insight Wealth Strategies's TFLO Position: Q2 2025 in Review

Insight Wealth Strategies sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2025, closing a stake of 6,574 shares — an estimated $333K sold.

Insight Wealth Strategies first reported a position in TFLO in Q2 2024 and held it in 4 quarters. The position peaked at $11.5M in Q2 2024. 404 funds tracked by Wall St. Rank hold TFLO as of Q2 2025.

Insight Wealth Strategies reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
Insight Wealth Strategies sold 6,574 iShares Treasury Floating Rate Bond ETF shares in Q2 2025, an estimated $333K.
Insight Wealth Strategies first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2024 and held it in 4 quarters.
Insight Wealth Strategies's iShares Treasury Floating Rate Bond ETF position peaked at $11.5M in Q2 2024.
404 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2025.

Based on Insight Wealth Strategies's 13F filing for Q2 2025, filed 7 Jul 2025.