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Searle & Co’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Searle & Co’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
Q2 		– Sell
-4,200
Closed -$213K – 185
2025
Q1 		$213K Hold
4,200
– – 0.06% 167
2024
Q4 		$212K Hold
4,200
– – 0.06% 166
2024
Q3 		$213K Buy
+4,200
New +$212K 0.05% 161

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
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
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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

Searle & Co's TFLO Position: Q2 2025 in Review

Searle & Co sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2025, closing a stake of 4,200 shares — an estimated $213K sold.

Searle & Co first reported a position in TFLO in Q3 2024 and held it in 3 quarters. The position peaked at $213K in Q1 2025. 403 funds tracked by Wall St. Rank hold TFLO as of Q2 2025.

  • Searle & Co reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Searle & Co sold 4,200 iShares Treasury Floating Rate Bond ETF shares in Q2 2025, an estimated $213K.
  • Searle & Co first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2024 and held it in 3 quarters.
  • Searle & Co's iShares Treasury Floating Rate Bond ETF position peaked at $213K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2025.

Based on Searle & Co's 13F filing for Q2 2025, filed 7 Aug 2025.