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Plante Moran Financial Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Plante Moran Financial 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
-130
Closed -$6.56K – 959
2024
Q4 		$6.56K Sell
130
-42
-24% -$2.12K ﹤0.01% 649
2024
Q3 		$8.7K Hold
172
– – ﹤0.01% 616
2024
Q2 		$8.71K Hold
172
– – ﹤0.01% 590
2024
Q1 		$8.72K Hold
172
– – ﹤0.01% 626
2023
Q4 		$8.68K Buy
+172
New +$8.7K ﹤0.01% 572

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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

Plante Moran Financial Advisors's TFLO Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2025, closing a stake of 130 shares — an estimated $6.56K sold.

Plante Moran Financial Advisors first reported a position in TFLO in Q4 2023 and held it in 5 quarters. The position peaked at $8.72K in Q1 2024. 390 funds tracked by Wall St. Rank hold TFLO as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 130 iShares Treasury Floating Rate Bond ETF shares in Q1 2025, an estimated $6.56K.
  • Plante Moran Financial Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and held it in 5 quarters.
  • Plante Moran Financial Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $8.72K in Q1 2024.
  • 390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.