MOS
TFLO icon

MGO One Seven’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

MGO One Seven’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 		$3.95M Buy
78,023
+5,333
+7% +$270K 0.08% 294
2025
Q4 		$3.67M Buy
72,690
+8,285
+13% +$418K 0.07% 301
2025
Q3 		$3.26M Buy
64,405
+2,004
+3% +$101K 0.08% 285
2025
Q2 		$3.16M Buy
62,401
+4,999
+9% +$253K 0.1% 224
2025
Q1 		$2.91M Buy
57,402
+11,691
+26% +$591K 0.11% 197
2024
Q4 		$2.31M Buy
45,711
+14,128
+45% +$714K 0.09% 251
2024
Q3 		$1.6M Sell
31,583
-40
-0.1% -$2.02K 0.07% 288
2024
Q2 		$1.6M Buy
31,623
+1,739
+6% +$88K 0.08% 265
2024
Q1 		$1.51M Buy
29,884
+22,857
+325% +$1.16M 0.08% 261
2023
Q4 		$355K Buy
+7,027
New +$355K 0.02% 653

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