Mercer Global Advisors
TFLO icon

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

Mercer Global 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 		$12.6M Sell
248,525
-7,775
-3% -$393K 0.02% 435
2025
Q4 		$12.9M Sell
256,300
-188,675
-42% -$9.53M 0.02% 428
2025
Q3 		$22.5M Sell
444,975
-206,999
-32% -$10.5M 0.04% 291
2025
Q2 		$33M Sell
651,974
-207,419
-24% -$10.5M 0.07% 166
2025
Q1 		$43.5M Buy
859,393
+69,162
+9% +$3.5M 0.1% 117
2024
Q4 		$39.9M Buy
790,231
+122,515
+18% +$6.19M 0.1% 121
2024
Q3 		$33.7M Sell
667,716
-360,903
-35% -$18.2M 0.08% 143
2024
Q2 		$52.1M Sell
1,028,619
-342,937
-25% -$17.3M 0.14% 93
2024
Q1 		$69.5M Sell
1,371,556
-36,883
-3% -$1.87M 0.2% 76
2023
Q4 		$71.1M Buy
1,408,439
+1,286,165
+1,052% +$65.1M 0.21% 74
2023
Q3 		$6.2M Buy
122,274
+98,080
+405% +$4.96M 0.02% 369
2023
Q2 		$1.23M Buy
24,194
+700
+3% +$35.4K ﹤0.01% 874
2023
Q1 		$1.19M Sell
23,494
-52,401
-69% -$2.65M 0.01% 850
2022
Q4 		$3.83M Buy
+75,895
New +$3.83M 0.02% 501

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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