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

NewEdge Wealth’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	–	Sell	-4,000	Closed	-$202K	–	1278
2025 Q4	$202K	Hold	4,000	–	–	﹤0.01%	1153
2025 Q3	$202K	Buy	+4,000	New	+$202K	﹤0.01%	993
2023 Q4	–	Sell	-6,154	Closed	-$312K	–	764
2023 Q3	$312K	Buy	+6,154	New	+$311K	0.01%	537
2023 Q2	–	Sell	-7,435	Closed	-$376K	–	664
2023 Q1	$376K	Buy	+7,435	New	+$375K	0.01%	463

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $883M AUM 17.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

NewEdge Wealth's TFLO Position: Q1 2026 in Review

NewEdge Wealth sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 4,000 shares — an estimated $202K sold.

NewEdge Wealth first reported a position in TFLO in Q1 2023 and held it in 4 quarters. The position peaked at $376K in Q1 2023. 416 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

NewEdge Wealth reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 4,000 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $202K.
NewEdge Wealth first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2023 and held it in 4 quarters.
NewEdge Wealth's iShares Treasury Floating Rate Bond ETF position peaked at $376K in Q1 2023.
416 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.