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MassMutual Private Wealth & Trust’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

MassMutual Private Wealth & Trust’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
-352
Closed -$17.8K – 2497
2025
Q4 		$17.8K Sell
352
-91
-21% -$4.59K ﹤0.01% 1165
2025
Q3 		$22.4K Buy
443
+352
+387% +$17.8K ﹤0.01% 1072
2025
Q2 		$4.61K Buy
+91
New +$4.6K ﹤0.01% 1669
2024
Q1 		– Sell
-348
Closed -$17.6K – 2130
2023
Q4 		$17.6K Hold
348
– – ﹤0.01% 850
2023
Q3 		$17.7K Buy
+348
New +$17.6K ﹤0.01% 834
2023
Q1 		– Sell
-16,356
Closed -$825K – 1892
2022
Q4 		$825K Buy
16,356
+268
+2% +$13.5K 0.03% 236
2022
Q3 		$812K Buy
+16,088
New +$811K 0.04% 229
2018
Q3 		– Sell
-372
Closed -$18.7K – 1096
2018
Q2 		$18.7K Sell
372
-36,790
-99% -$1.85M ﹤0.01% 507
2018
Q1 		$1.87M Buy
37,162
+1,809
+5% +$90.9K 0.15% 139
2017
Q4 		$1.78M Buy
+35,353
New +$1.78M 0.15% 137

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

MassMutual Private Wealth & Trust's TFLO Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 352 shares — an estimated $17.8K sold.

MassMutual Private Wealth & Trust first reported a position in TFLO in Q4 2017 and held it in 10 quarters. The position peaked at $1.87M in Q1 2018. 416 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • MassMutual Private Wealth & Trust reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 352 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $17.8K.
  • MassMutual Private Wealth & Trust first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2017 and held it in 10 quarters.
  • MassMutual Private Wealth & Trust's iShares Treasury Floating Rate Bond ETF position peaked at $1.87M in Q1 2018.
  • 416 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.