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Key Capital Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Key Capital 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 		– Sell
-84
Closed -$4.24K – 757
2025
Q4 		$4.24K Buy
+84
New +$4.24K ﹤0.01% 332

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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $883M AUM 17.9% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Key Capital Management's TFLO Position: Q1 2026 in Review

Key Capital Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 84 shares — an estimated $4.24K sold.

Key Capital Management first reported a position in TFLO in Q4 2025 and held it in 1 quarter. The position peaked at $4.24K in Q4 2025. 415 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Key Capital Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Key Capital Management sold 84 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $4.24K.
  • Key Capital Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Key Capital Management's iShares Treasury Floating Rate Bond ETF position peaked at $4.24K in Q4 2025.
  • 415 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Key Capital Management's 13F filing for Q1 2026, filed 7 May 2026.