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

Iron Horse 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
2025
Q2 		$271 Buy
5
+4
+400% +$202 ﹤0.01% 560
2025
Q1 		$18 Hold
1
– – ﹤0.01% 594
2024
Q4 		$18 Buy
+1
New +$51 ﹤0.01% 506
2024
Q2 		– Sell
-1
Closed -$51 – 486
2024
Q1 		$17 Buy
+1
New +$51 ﹤0.01% 467

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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 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
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

Iron Horse Wealth Management's TFLO Position: Q2 2025 in Review

Iron Horse Wealth Management increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 400% in Q2 2025, buying an estimated $202 and bringing the position to 5 shares worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Iron Horse Wealth Management first reported a position in TFLO in Q1 2024 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold TFLO as of Q2 2025.

  • Iron Horse Wealth Management held 5 shares of iShares Treasury Floating Rate Bond ETF worth $271 as of Q2 2025.
  • Iron Horse Wealth Management bought 4 iShares Treasury Floating Rate Bond ETF shares in Q2 2025, an estimated $202.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #560 holding.
  • Iron Horse Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.