Kovitz Investment Group Partners
TFLO icon

Kovitz Investment Group Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Kovitz Investment Group Partners’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 		$3.36M Sell
66,284
-170,026
-72% -$8.6M 0.08% 168
2025
Q4 		$11.9M Sell
236,310
-29,671
-11% -$1.5M 0.26% 85
2025
Q3 		$13.5M Sell
265,981
-91,998
-26% -$4.65M 0.05% 274
2025
Q2 		$18.1M Sell
357,979
-5,571
-2% -$282K 0.08% 214
2025
Q1 		$18.4M Sell
363,550
-13,067
-3% -$661K 0.09% 181
2024
Q4 		$19M Buy
376,617
+231,062
+159% +$11.7M 0.09% 179
2024
Q3 		$7.37M Sell
145,555
-650
-0.4% -$32.9K 0.05% 277
2024
Q2 		$7.41M Buy
+146,205
New +$7.39M 0.06% 225

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AIA
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BW
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