IFWM
TFLO icon

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

Institute for 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 		$414K Sell
8,173
-1
-0% -$51 0.04% 358
2025
Q4 		$412K Sell
8,174
-429
-5% -$21.7K 0.04% 354
2025
Q3 		$435K Buy
8,603
+85
+1% +$4.3K 0.05% 356
2025
Q2 		$431K Buy
8,518
+147
+2% +$7.43K 0.05% 341
2025
Q1 		$424K Buy
8,371
+393
+5% +$19.9K 0.05% 327
2024
Q4 		$403K Buy
7,978
+94
+1% +$4.75K 0.05% 335
2024
Q3 		$399K Buy
7,884
+646
+9% +$32.6K 0.05% 349
2024
Q2 		$367K Sell
7,238
-18
-0.2% -$910 0.05% 345
2024
Q1 		$368K Sell
7,256
-8,233
-53% -$417K 0.05% 345
2023
Q4 		$782K Buy
15,489
+11,446
+283% +$579K 0.13% 187
2023
Q3 		$205K Buy
+4,043
New +$205K 0.04% 430

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