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

Scarborough Advisors’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 		$36.9K Buy
729
+3
+0.4% +$152 ﹤0.01% 267
2025
Q4 		$36.6K Buy
726
+8
+1% +$404 0.01% 159
2025
Q3 		$36.3K Buy
718
+6
+0.8% +$303 0.01% 155
2025
Q2 		$36.1K Buy
+712
New +$36K 0.01% 153
2024
Q3 		– Sell
-688
Closed -$34.8K – 408
2024
Q2 		$34.8K Sell
688
-94
-12% -$4.75K 0.01% 121
2024
Q1 		$39.6K Sell
782
-98,673
-99% -$4.99M 0.02% 116
2023
Q4 		$5.02M Buy
99,455
+81,387
+450% +$4.12M 1.03% 26
2023
Q3 		$917K Buy
+18,068
New +$914K 0.22% 45

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 $376B 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 $564B 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