Oliver Lagore Vanvalin Investment Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$38.6K	Buy	+761	New	+$38.5K	0.02%	279
2024 Q4	$60	Hold	1	–	–	﹤0.01%	673
2024 Q3	$59	Sell	1 -28	-97%	-$1.42K	﹤0.01%	671
2024 Q2	$1.48K	Sell	29 -67	-70%	-$3.39K	﹤0.01%	624
2024 Q1	$4.87K	Sell	96 -8,173	-99%	-$413K	﹤0.01%	511
2023 Q4	$417K	Sell	8,269 -1,957	-19%	-$99K	0.16%	87
2023 Q3	$519K	Buy	+10,226	New	+$518K	0.21%	84

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's TFLO Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2025: 761 shares worth $38.6K. The stake represents 0.02% of the portfolio and ranks #279 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in TFLO as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in TFLO in Q3 2023 and has held it in 7 quarters since. The position peaked at $519K in Q3 2023. 403 funds tracked by Wall St. Rank hold TFLO as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 761 shares of iShares Treasury Floating Rate Bond ETF worth $38.6K as of Q2 2025.
iShares Treasury Floating Rate Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Treasury Floating Rate Bond ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #279 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 7 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Treasury Floating Rate Bond ETF position peaked at $519K in Q3 2023.
403 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.