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

Madison 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
2024 Q4	$14.3M	Buy	+283,868	New	+$14.3M	0.16%	112

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Madison Investment Advisors's TFLO Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2024: 283,868 shares worth $14.3M. The stake represents 0.16% of the portfolio and ranks #112 among its holdings.

410 funds tracked by Wall St. Rank hold TFLO as of Q4 2024.

Madison Investment Advisors held 283,868 shares of iShares Treasury Floating Rate Bond ETF worth $14.3M as of Q4 2024.
iShares Treasury Floating Rate Bond ETF was a new Madison Investment Advisors position in Q4 2024.
iShares Treasury Floating Rate Bond ETF made up 0.16% of Madison Investment Advisors's portfolio in Q4 2024, its #112 holding.
410 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.