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Maia Wealth’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Maia Wealth’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 		– Sell
-4,202
Closed -$213K – 345
2024
Q3 		$213K Sell
4,202
-1,334
-24% -$67.4K 0.05% 243
2024
Q2 		$280K Buy
+5,536
New +$280K 0.08% 168
2023
Q4 		$1.45M Buy
+28,633
New +$1.45M 0.58% 39

Other funds holding TFLO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Maia Wealth's TFLO Position: Q4 2024 in Review

Maia Wealth sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2024, closing a stake of 4,202 shares — an estimated $213K sold.

Maia Wealth first reported a position in TFLO in Q4 2023 and held it in 3 quarters. The position peaked at $1.45M in Q4 2023. 409 funds tracked by Wall St. Rank hold TFLO as of Q4 2024.

  • Maia Wealth reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Maia Wealth sold 4,202 iShares Treasury Floating Rate Bond ETF shares in Q4 2024, an estimated $213K.
  • Maia Wealth first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Maia Wealth's iShares Treasury Floating Rate Bond ETF position peaked at $1.45M in Q4 2023.
  • 409 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2024.

Based on Maia Wealth's 13F filing for Q4 2024, filed 5 Feb 2025.