PS
TFLO icon

Principal Securities’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Principal Securities’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
2026
Q1 		$707K Buy
13,957
+484
+4% +$24.5K 0.01% 849
2025
Q4 		$680K Sell
13,473
-1,943
-13% -$98.1K 0.01% 815
2025
Q3 		$780K Sell
15,416
-13,620
-47% -$688K 0.01% 746
2025
Q2 		$1.47M Buy
29,036
+26,751
+1,171% +$1.35M 0.03% 504
2025
Q1 		$115K Hold
2,285
– – ﹤0.01% 1369
2024
Q4 		$115K Buy
2,285
+826
+57% +$41.7K ﹤0.01% 1369
2024
Q3 		$73.8K Sell
1,459
-3,724
-72% -$188K ﹤0.01% 1527
2024
Q2 		$263K Buy
5,183
+241
+5% +$12.2K 0.01% 938
2024
Q1 		$251K Buy
4,942
+2,126
+75% +$108K 0.01% 928
2023
Q4 		$142K Buy
+2,816
New +$142K 0.01% 1056

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 $376B 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 $564B AUM 30.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return