MA
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MONECO Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

MONECO 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 		$991K Buy
19,568
+536
+3% +$27.1K 0.08% 215
2025
Q4 		$960K Buy
19,032
+2,118
+13% +$107K 0.08% 217
2025
Q3 		$856K Sell
16,914
-18
-0.1% -$910 0.07% 224
2025
Q2 		$858K Buy
16,932
+2,245
+15% +$114K 0.08% 208
2025
Q1 		$744K Buy
14,687
+597
+4% +$30.2K 0.08% 217
2024
Q4 		$711K Buy
14,090
+1,980
+16% +$100K 0.08% 221
2024
Q3 		$613K Sell
12,110
-430
-3% -$21.7K 0.08% 220
2024
Q2 		$635K Sell
12,540
-2,112
-14% -$107K 0.09% 202
2024
Q1 		$743K Sell
14,652
-301
-2% -$15.2K 0.12% 192
2023
Q4 		$755K Buy
+14,953
New +$756K 0.14% 167

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