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Root Financial Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Root Financial Partners’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 		– Sell
-185
Closed -$9.36K – 2524
2025
Q3 		$9.36K Buy
+185
New +$9.35K ﹤0.01% 1477

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Root Financial Partners's TFLO Position: Q4 2025 in Review

Root Financial Partners sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2025, closing a stake of 185 shares — an estimated $9.36K sold.

Root Financial Partners first reported a position in TFLO in Q3 2025 and held it in 1 quarter. The position peaked at $9.36K in Q3 2025. 411 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

  • Root Financial Partners reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 185 iShares Treasury Floating Rate Bond ETF shares in Q4 2025, an estimated $9.36K.
  • Root Financial Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's iShares Treasury Floating Rate Bond ETF position peaked at $9.36K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.