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

Safeguard Financial’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
Q1 		$298K Buy
5,891
+40
+0.7% +$2.02K 0.07% 85
2024
Q4 		$295K Buy
5,851
+90
+2% +$4.55K 0.06% 91
2024
Q3 		$292K Buy
5,761
+40
+0.7% +$2.02K 0.07% 92
2024
Q2 		$290K Buy
+5,721
New +$289K 0.08% 80

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Safeguard Financial's TFLO Position: Q1 2025 in Review

Safeguard Financial increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.68% in Q1 2025, buying an estimated $2.02K and bringing the position to 5,891 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #85.

Safeguard Financial first reported a position in TFLO in Q2 2024 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold TFLO as of Q1 2025.

  • Safeguard Financial held 5,891 shares of iShares Treasury Floating Rate Bond ETF worth $298K as of Q1 2025.
  • Safeguard Financial bought 40 iShares Treasury Floating Rate Bond ETF shares in Q1 2025, an estimated $2.02K.
  • iShares Treasury Floating Rate Bond ETF made up 0.07% of Safeguard Financial's portfolio in Q1 2025, its #85 holding.
  • Safeguard Financial first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • 390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.