MWM
TFLO icon

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

Mission Wealth Management’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
2025
Q4 		– Sell
-5,314
Closed -$269K – 762
2025
Q3 		$269K Buy
+5,314
New +$269K 0.01% 612

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mission Wealth Management's TFLO Position: Q4 2025 in Review

Mission Wealth Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2025, closing a stake of 5,314 shares — an estimated $269K sold.

Mission Wealth Management first reported a position in TFLO in Q3 2025 and held it in 1 quarter. The position peaked at $269K in Q3 2025. 412 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

  • Mission Wealth Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Mission Wealth Management sold 5,314 iShares Treasury Floating Rate Bond ETF shares in Q4 2025, an estimated $269K.
  • Mission Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Mission Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $269K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

Based on Mission Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.