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Integrated Advisors Network’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Integrated Advisors Network’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
Q3 		– Sell
-6,132
Closed -$311K – 813
2025
Q2 		$311K Sell
6,132
-26,846
-81% -$1.36M 0.01% 611
2025
Q1 		$1.67M Buy
32,978
+28,619
+657% +$1.45M 0.08% 232
2024
Q4 		$220K Sell
4,359
-3,289
-43% -$166K 0.01% 650
2024
Q3 		$387K Sell
7,648
-400
-5% -$20.2K 0.02% 534
2024
Q2 		$408K Sell
8,048
-69
-0.9% -$3.49K 0.02% 506
2024
Q1 		$411K Buy
8,117
+1,942
+31% +$98.3K 0.02% 514
2023
Q4 		$312K Sell
6,175
-4,949
-44% -$250K 0.02% 543
2023
Q3 		$564K Buy
11,124
+548
+5% +$27.7K 0.03% 386
2023
Q2 		$536K Buy
10,576
+267
+3% +$13.5K 0.03% 414
2023
Q1 		$522K Sell
10,309
-144
-1% -$7.27K 0.03% 420
2022
Q4 		$527K Hold
10,453
– – 0.03% 399
2022
Q3 		$528K Buy
10,453
+1,153
+12% +$58.1K 0.04% 384
2022
Q2 		$469K Buy
9,300
+1,928
+26% +$97.2K 0.03% 438
2022
Q1 		$371K Sell
7,372
-3,473
-32% -$175K 0.02% 504
2021
Q4 		$545K Buy
10,845
+311
+3% +$15.6K 0.03% 400
2021
Q3 		$530K Sell
10,534
-5,852
-36% -$294K 0.04% 383
2021
Q2 		$824K Sell
16,386
-715
-4% -$36K 0.06% 262
2021
Q1 		$860K Sell
17,101
-249
-1% -$12.5K 0.08% 226
2020
Q4 		$872K Sell
17,350
-2,700
-13% -$136K 0.1% 211
2020
Q3 		$1.01M Sell
20,050
-10,639
-35% -$535K 0.13% 176
2020
Q2 		$1.54M Buy
30,689
+22,046
+255% +$1.11M 0.18% 148
2020
Q1 		$435K Sell
8,643
-9,513
-52% -$479K 0.09% 205
2019
Q4 		$912K Buy
+18,156
New +$912K 0.12% 185

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 $377B 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 $666B AUM 30.12% 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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Integrated Advisors Network's TFLO Position: Q3 2025 in Review

Integrated Advisors Network sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2025, closing a stake of 6,132 shares — an estimated $311K sold.

Integrated Advisors Network first reported a position in TFLO in Q4 2019 and held it in 23 quarters. The position peaked at $1.67M in Q1 2025. 390 funds tracked by Wall St. Rank hold TFLO as of Q3 2025.

  • Integrated Advisors Network reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Integrated Advisors Network sold 6,132 iShares Treasury Floating Rate Bond ETF shares in Q3 2025, an estimated $311K.
  • Integrated Advisors Network first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2019 and held it in 23 quarters.
  • Integrated Advisors Network's iShares Treasury Floating Rate Bond ETF position peaked at $1.67M in Q1 2025.
  • 390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2025.

Based on Integrated Advisors Network's 13F filing for Q3 2025, filed 12 Nov 2025.