Redwood Financial Network’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Redwood Financial Network’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	–	Sell	-14,789	Closed	-$746K	–	184
2025 Q4	$746K	Buy	14,789 +407	+3%	+$20.6K	0.48%	58
2025 Q3	$728K	Buy	14,382 +2,414	+20%	+$122K	0.46%	59
2025 Q2	$606K	Buy	11,968 +3,192	+36%	+$161K	0.41%	67
2025 Q1	$445K	Buy	8,776 +3,205	+58%	+$162K	0.34%	91
2024 Q4	$281K	Buy	+5,571	New	+$281K	0.21%	119

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $883M AUM 17.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Redwood Financial Network's TFLO Position: Q1 2026 in Review

Redwood Financial Network sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 14,789 shares — an estimated $746K sold.

Redwood Financial Network first reported a position in TFLO in Q4 2024 and held it in 5 quarters. The position peaked at $746K in Q4 2025. 416 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

Redwood Financial Network reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
Redwood Financial Network sold 14,789 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $746K.
Redwood Financial Network first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and held it in 5 quarters.
Redwood Financial Network's iShares Treasury Floating Rate Bond ETF position peaked at $746K in Q4 2025.
416 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.