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

Lifeworks 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
-4,123
Closed -$208K – 342
2025
Q4 		$208K Sell
4,123
-681
-14% -$34.4K 0.03% 317
2025
Q3 		$243K Sell
4,804
-686
-12% -$34.7K 0.03% 295
2025
Q2 		$278K Buy
+5,490
New +$278K 0.04% 258
2025
Q1 		– Sell
-4,030
Closed -$203K – 333
2024
Q4 		$203K Sell
4,030
-488
-11% -$24.6K 0.04% 295
2024
Q3 		$229K Buy
4,518
+481
+12% +$24.3K 0.04% 270
2024
Q2 		$205K Sell
4,037
-5,580
-58% -$282K 0.06% 218
2024
Q1 		$487K Buy
+9,617
New +$487K 0.14% 129

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 $376B 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 $564B 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 $768M AUM 14.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return