Palo Alto Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Palo Alto Wealth 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	$5.68M	Buy	112,526 +25,001	+29%	+$1.26M	1.66%	12
2025 Q2	$4.43M	Sell	87,525 -36,743	-30%	-$1.86M	1.68%	14
2025 Q1	$6.28M	Buy	124,268 +64,241	+107%	+$3.25M	2.45%	12
2024 Q4	$3.03M	Buy	60,027 +18,293	+44%	+$924K	1.06%	16
2024 Q3	$2.11M	Sell	41,734 -18,474	-31%	-$934K	0.87%	16
2024 Q2	$3.05M	Buy	60,208 +13,015	+28%	+$658K	2.11%	12
2024 Q1	$2.39M	Buy	47,193 +31,668	+204%	+$1.6M	1.69%	12
2023 Q4	$784K	Buy	+15,525	New	+$785K	0.59%	20

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

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Palo Alto Wealth Advisors's TFLO Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 29% in Q3 2025, buying an estimated $1.26M and bringing the position to 112,526 shares worth $5.68M. The position accounts for 1.66% of the portfolio, ranked #12.

Palo Alto Wealth Advisors first reported a position in TFLO in Q4 2023 and has held it in 8 quarters since. The position peaked at $6.28M in Q1 2025. 390 funds tracked by Wall St. Rank hold TFLO as of Q3 2025.

Palo Alto Wealth Advisors held 112,526 shares of iShares Treasury Floating Rate Bond ETF worth $5.68M as of Q3 2025.
Palo Alto Wealth Advisors bought 25,001 iShares Treasury Floating Rate Bond ETF shares in Q3 2025, an estimated $1.26M.
iShares Treasury Floating Rate Bond ETF made up 1.66% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #12 holding.
Palo Alto Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Palo Alto Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $6.28M in Q1 2025.
390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.