Savvy Advisors Inc’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Savvy Advisors Inc’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	$365K	Sell	7,219 -630	-8%	-$31.9K	0.01%	791
2025 Q4	$396K	Buy	+7,849	New	+$396K	0.01%	653
2025 Q1	–	Sell	-113,487	Closed	-$5.73M	–	538
2024 Q4	$5.73M	Buy	113,487 +16,504	+17%	+$834K	0.69%	24
2024 Q3	$4.91M	Buy	96,983 +56,413	+139%	+$2.85M	1%	19
2024 Q2	$2.06M	Buy	40,570 +1,250	+3%	+$63.2K	0.67%	29
2024 Q1	$1.99M	Buy	39,320 +20,572	+110%	+$1.04M	1.15%	14
2023 Q4	$946K	Buy	+18,748	New	+$948K	0.92%	19

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 $883M AUM 17.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Savvy Advisors Inc's TFLO Position: Q1 2026 in Review

Savvy Advisors Inc reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 8% in Q1 2026, selling an estimated $31.9K and leaving 7,219 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #791.

Savvy Advisors Inc first reported a position in TFLO in Q4 2023 and has held it in 7 quarters since. The position peaked at $5.73M in Q4 2024. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

Savvy Advisors Inc held 7,219 shares of iShares Treasury Floating Rate Bond ETF worth $365K as of Q1 2026.
Savvy Advisors Inc sold 630 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $31.9K.
iShares Treasury Floating Rate Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #791 holding.
Savvy Advisors Inc first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and has held it in 7 quarters since.
Savvy Advisors Inc's iShares Treasury Floating Rate Bond ETF position peaked at $5.73M in Q4 2024.
414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.