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Key Financial Inc’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Key Financial Inc’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
-50
Closed -$2.53K – 1494
2025
Q2 		$2.53K Buy
+50
New +$2.53K ﹤0.01% 1156

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Key Financial Inc's TFLO Position: Q3 2025 in Review

Key Financial Inc sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2025, closing a stake of 50 shares — an estimated $2.53K sold.

Key Financial Inc first reported a position in TFLO in Q2 2025 and held it in 1 quarter. The position peaked at $2.53K in Q2 2025. 390 funds tracked by Wall St. Rank hold TFLO as of Q3 2025.

  • Key Financial Inc reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Key Financial Inc sold 50 iShares Treasury Floating Rate Bond ETF shares in Q3 2025, an estimated $2.53K.
  • Key Financial Inc first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Key Financial Inc's iShares Treasury Floating Rate Bond ETF position peaked at $2.53K in Q2 2025.
  • 390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.