Lido Advisors
TFLO icon

Lido Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Lido 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 		– Sell
-8,546
Closed -$431K – 2132
2025
Q4 		$431K Buy
8,546
+339
+4% +$17.1K ﹤0.01% 1362
2025
Q3 		$415K Buy
8,207
+124
+2% +$6.27K ﹤0.01% 1310
2025
Q2 		$409K Buy
8,083
+213
+3% +$10.8K ﹤0.01% 1186
2025
Q1 		$399K Buy
+7,870
New +$398K ﹤0.01% 1093

Other funds holding TFLO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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 $95.2B AUM 32.92% 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

Lido Advisors's TFLO Position: Q1 2026 in Review

Lido Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 8,546 shares — an estimated $431K sold.

Lido Advisors first reported a position in TFLO in Q1 2025 and held it in 4 quarters. The position peaked at $431K in Q4 2025. 416 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Lido Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 8,546 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $431K.
  • Lido Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2025 and held it in 4 quarters.
  • Lido Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $431K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.