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

Physician 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
Q1 		– Sell
-8,926
Closed -$451K – 1521
2024
Q4 		$451K Sell
8,926
-1,690
-16% -$85.4K 0.08% 102
2024
Q3 		$536K Buy
10,616
+198
+2% +$10K 0.1% 87
2024
Q2 		$527K Buy
+10,418
New +$527K 0.1% 89

Other funds holding TFLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Physician Wealth Advisors's TFLO Position: Q1 2025 in Review

Physician Wealth Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2025, closing a stake of 8,926 shares — an estimated $451K sold.

Physician Wealth Advisors first reported a position in TFLO in Q2 2024 and held it in 3 quarters. The position peaked at $536K in Q3 2024. 390 funds tracked by Wall St. Rank hold TFLO as of Q1 2025.

  • Physician Wealth Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 8,926 iShares Treasury Floating Rate Bond ETF shares in Q1 2025, an estimated $451K.
  • Physician Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Physician Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $536K in Q3 2024.
  • 390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2025.

Based on Physician Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.