Northwestern Mutual Wealth Management
TFLO icon

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

Northwestern Mutual 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
2026
Q2 		$4.58M Sell
90,428
-4,649
-5% -$235K ﹤0.01% 894
2026
Q1 		$4.81M Buy
95,077
+10,150
+12% +$513K ﹤0.01% 819
2025
Q4 		$4.29M Sell
84,927
-41,141
-33% -$2.08M ﹤0.01% 820
2025
Q3 		$6.38M Sell
126,068
-11,155
-8% -$564K ﹤0.01% 659
2025
Q2 		$6.95M Buy
137,223
+7,555
+6% +$382K 0.01% 595
2025
Q1 		$6.57M Sell
129,668
-15,408
-11% -$779K 0.01% 581
2024
Q4 		$7.32M Buy
145,076
+8,152
+6% +$412K 0.01% 526
2024
Q3 		$6.93M Sell
136,924
-89,208
-39% -$4.51M 0.01% 541
2024
Q2 		$11.5M Buy
226,132
+9,194
+4% +$465K 0.01% 395
2024
Q1 		$11M Buy
216,938
+3,546
+2% +$179K 0.01% 403
2023
Q4 		$10.8M Buy
213,392
+42,451
+25% +$2.15M 0.01% 386
2023
Q3 		$8.67M Buy
170,941
+73,178
+75% +$3.7M 0.01% 387
2023
Q2 		$4.95M Buy
97,763
+46,809
+92% +$2.37M 0.01% 500
2023
Q1 		$2.58M Buy
50,954
+50,798
+32,563% +$2.56M ﹤0.01% 620
2022
Q4 		$7.86K Buy
156
+130
+500% +$6.56K ﹤0.01% 2587
2022
Q3 		$1K Sell
26
-931
-97% -$46.9K ﹤0.01% 3021
2022
Q2 		$48K Buy
+957
New +$48.2K ﹤0.01% 1932
2021
Q4 		– Sell
-220
Closed -$11K – 3335
2021
Q3 		$11K Buy
+220
New +$11.1K ﹤0.01% 2437
2020
Q1 		– Sell
-785
Closed -$39K – 2747
2019
Q4 		$39K Buy
+785
New +$39.4K ﹤0.01% 1551

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Northwestern Mutual Wealth Management's TFLO Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 4.9% in Q2 2026, selling an estimated $235K and leaving 90,428 shares worth $4.58M. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Northwestern Mutual Wealth Management first reported a position in TFLO in Q4 2019 and has held it in 19 quarters since. The position peaked at $11.5M in Q2 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Northwestern Mutual Wealth Management held 90,428 shares of iShares Treasury Floating Rate Bond ETF worth $4.58M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 4,649 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $235K.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #894 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Northwestern Mutual Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $11.5M in Q2 2024.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.