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

Redmont 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
Q4 		$149K Sell
2,953
-9,899
-77% -$500K 0.23% 58
2025
Q3 		$650K Buy
12,852
+1,486
+13% +$75.1K 0.91% 30
2025
Q2 		$576K Hold
11,366
– – 0.84% 35
2025
Q1 		$576K Buy
+11,366
New +$575K 1.12% 15

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Redmont Wealth Advisors's TFLO Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 77% in Q4 2025, selling an estimated $500K and leaving 2,953 shares worth $149K. The position accounts for 0.23% of the portfolio, ranked #58.

Redmont Wealth Advisors first reported a position in TFLO in Q1 2025 and has held it in 4 quarters since. The position peaked at $650K in Q3 2025. 411 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

  • Redmont Wealth Advisors held 2,953 shares of iShares Treasury Floating Rate Bond ETF worth $149K as of Q4 2025.
  • Redmont Wealth Advisors sold 9,899 iShares Treasury Floating Rate Bond ETF shares in Q4 2025, an estimated $500K.
  • iShares Treasury Floating Rate Bond ETF made up 0.23% of Redmont Wealth Advisors's portfolio in Q4 2025, its #58 holding.
  • Redmont Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Redmont Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $650K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.