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Legacy Investment Solutions’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Legacy Investment Solutions’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
Q2 		$139K Buy
+2,744
New +$139K 0.07% 93
2024
Q4 		$46.7K Buy
+923
New +$46.6K 0.03% 126

Other funds holding TFLO

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

Legacy Investment Solutions's TFLO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2025: 2,744 shares worth $139K. The stake represents 0.07% of the portfolio and ranks #93 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in TFLO as recently as Q4 2024.

Legacy Investment Solutions first reported a position in TFLO in Q4 2024 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold TFLO as of Q2 2025.

  • Legacy Investment Solutions held 2,744 shares of iShares Treasury Floating Rate Bond ETF worth $139K as of Q2 2025.
  • iShares Treasury Floating Rate Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Treasury Floating Rate Bond ETF made up 0.07% of Legacy Investment Solutions's portfolio in Q2 2025, its #93 holding.
  • Legacy Investment Solutions first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.