MFG
TFLO icon

Merit Financial Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Merit Financial Group’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 		$625K Buy
12,335
+74
+0.6% +$3.74K ﹤0.01% 1237
2025
Q4 		$619K Sell
12,261
-668
-5% -$33.7K 0.01% 1173
2025
Q3 		$654K Sell
12,929
-120
-0.9% -$6.07K 0.01% 1037
2025
Q2 		$661K Buy
13,049
+5,411
+71% +$274K 0.01% 972
2025
Q1 		$387K Sell
7,638
-6,090
-44% -$308K 0.01% 1040
2024
Q4 		$693K Buy
13,728
+392
+3% +$19.8K 0.01% 614
2024
Q3 		$675K Buy
+13,336
New +$674K 0.02% 500
2024
Q1 		– Sell
-59,752
Closed -$3.02M – 925
2023
Q4 		$3.02M Sell
59,752
-30,599
-34% -$1.55M 0.09% 146
2023
Q3 		$4.58M Buy
+90,351
New +$4.57M 0.15% 105

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