Painted Porch Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Painted Porch 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
2025 Q3	–	Sell	-14,017	Closed	-$710K	–	506
2025 Q2	$710K	Buy	14,017 +151	+1%	+$7.63K	0.29%	34
2025 Q1	$702K	Buy	+13,866	New	+$701K	0.29%	31

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

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

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

WANY

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Painted Porch Advisors's TFLO Position: Q3 2025 in Review

Painted Porch Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2025, closing a stake of 14,017 shares — an estimated $710K sold.

Painted Porch Advisors first reported a position in TFLO in Q1 2025 and held it in 2 quarters. The position peaked at $710K in Q2 2025. 390 funds tracked by Wall St. Rank hold TFLO as of Q3 2025.

Painted Porch Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
Painted Porch Advisors sold 14,017 iShares Treasury Floating Rate Bond ETF shares in Q3 2025, an estimated $710K.
Painted Porch Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2025 and held it in 2 quarters.
Painted Porch Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $710K in Q2 2025.
390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2025.

Based on Painted Porch Advisors's 13F filing for Q3 2025, filed 9 Dec 2025.