NRI
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NFP Retirement Inc’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

NFP Retirement Inc’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 		$4.56M Sell
90,088
-494,107
-85% -$25M 0.27% 63
2025
Q4 		$29.5M Buy
584,195
+118,350
+25% +$5.98M 1.79% 13
2025
Q3 		$23.6M Sell
465,845
-115,718
-20% -$5.85M 1.5% 14
2025
Q2 		$29.5M Buy
581,563
+20,112
+4% +$1.02M 1.95% 12
2025
Q1 		$28.4M Sell
561,451
-31,954
-5% -$1.62M 2.25% 9
2024
Q4 		$29.9M Sell
593,405
-28,298
-5% -$1.43M 2.37% 9
2024
Q3 		$31.5M Buy
621,703
+19,555
+3% +$988K 2.55% 7
2024
Q2 		$30.5M Sell
602,148
-708
-0.1% -$35.8K 2.56% 7
2024
Q1 		$30.6M Buy
+602,856
New +$30.5M 2.63% 6

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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