PG
TFLO icon

Prostatis Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Prostatis Group’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 		$1.32M Sell
26,122
-4,487
-15% -$227K 0.34% 66
2025
Q4 		$1.54M Buy
30,609
+110
+0.4% +$5.55K 0.37% 58
2025
Q3 		$1.54M Sell
30,499
-2,732
-8% -$138K 0.39% 57
2025
Q2 		$1.68M Buy
33,231
+6,363
+24% +$322K 0.48% 52
2025
Q1 		$1.36M Sell
26,868
-663
-2% -$33.5K 0.43% 50
2024
Q4 		$1.39M Buy
27,531
+16,766
+156% +$847K 0.41% 59
2024
Q3 		$545K Sell
10,765
-10,192
-49% -$515K 0.18% 90
2024
Q2 		$1.06M Buy
20,957
+8,345
+66% +$422K 0.37% 62
2024
Q1 		$639K Buy
12,612
+4,149
+49% +$210K 0.24% 81
2023
Q4 		$415K Sell
8,463
-182,141
-96% -$9.21M 0.17% 92
2023
Q3 		$9.67M Buy
+190,604
New +$9.65M 4.73% 5

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