Jones Financial Companies
TFLO icon

Jones Financial Companies’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Jones Financial Companies’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 		$16.1M Sell
317,993
-163,236
-34% -$8.25M 0.01% 665
2025
Q4 		$24.3M Sell
481,229
-103,116
-18% -$5.21M 0.01% 294
2025
Q3 		$29.6M Buy
584,345
+30,495
+6% +$1.54M 0.02% 233
2025
Q2 		$28M Buy
553,850
+98,111
+22% +$4.96M 0.02% 209
2025
Q1 		$23.1M Buy
455,739
+178,675
+64% +$9.04M 0.02% 192
2024
Q4 		$14M Buy
277,064
+244,411
+749% +$12.3M 0.01% 216
2024
Q3 		$1.65M Buy
32,653
+27,451
+528% +$1.39M ﹤0.01% 489
2024
Q2 		$264K Buy
+5,202
New +$263K ﹤0.01% 747

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WANY
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Envestnet Asset Management
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Mariner
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FAC
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AIA
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BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return