LSIA
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LaSalle St. Investment Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

LaSalle St. Investment Advisors’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 		$640K Buy
12,642
+73
+0.6% +$3.69K 0.09% 169
2025
Q4 		$634K Buy
12,569
+4,503
+56% +$227K 0.1% 154
2025
Q3 		$408K Buy
8,066
+1,529
+23% +$77.3K 0.07% 201
2025
Q2 		$331K Sell
6,537
-946
-13% -$47.8K 0.09% 209
2025
Q1 		$379K Buy
7,483
+69
+0.9% +$3.49K 0.09% 182
2024
Q4 		$374K Buy
+7,414
New +$374K 0.12% 167

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 $374B AUM 17.66% 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 $2.46B AUM 14.38% 1-Year Est. Return

LaSalle St. Investment Advisors's TFLO Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.58% in Q1 2026, buying an estimated $3.69K and bringing the position to 12,642 shares worth $640K. The position accounts for 0.09% of the portfolio, ranked #169.

LaSalle St. Investment Advisors first reported a position in TFLO in Q4 2024 and has held it in 6 quarters since. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • LaSalle St. Investment Advisors held 12,642 shares of iShares Treasury Floating Rate Bond ETF worth $640K as of Q1 2026.
  • LaSalle St. Investment Advisors bought 73 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $3.69K.
  • iShares Treasury Floating Rate Bond ETF made up 0.09% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #169 holding.
  • LaSalle St. Investment Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.