RL
TFLO icon

Retireful LLC’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Retireful LLC’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
-6,556
Closed -$331K – 117
2025
Q4 		$331K Buy
+6,556
New +$331K 0.41% 78
2025
Q3 		– Sell
-12,988
Closed -$658K – 169
2025
Q2 		$658K Buy
+12,988
New +$657K 0.45% 82

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 $377B 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 $666B 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

Retireful LLC's TFLO Position: Q1 2026 in Review

Retireful LLC sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 6,556 shares — an estimated $331K sold.

Retireful LLC first reported a position in TFLO in Q2 2025 and held it in 2 quarters. The position peaked at $658K in Q2 2025. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Retireful LLC reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Retireful LLC sold 6,556 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $331K.
  • Retireful LLC first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Retireful LLC's iShares Treasury Floating Rate Bond ETF position peaked at $658K in Q2 2025.
  • 414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.