SVWG
TFLO icon

Shared Vision Wealth Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Shared Vision Wealth Group’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
-4,163
Closed -$210K – 105
2025
Q3 		$210K Sell
4,163
-1,530
-27% -$77.3K 0.09% 96
2025
Q2 		$288K Sell
5,693
-3,168
-36% -$160K 0.14% 64
2025
Q1 		$449K Buy
8,861
+974
+12% +$49.3K 0.25% 46
2024
Q4 		$398K Buy
7,887
+171
+2% +$8.64K 0.21% 51
2024
Q3 		$390K Sell
7,716
-1,656
-18% -$83.7K 0.21% 52
2024
Q2 		$475K Sell
9,372
-3,318
-26% -$168K 0.28% 46
2024
Q1 		$643K Sell
12,690
-44,856
-78% -$2.27M 0.4% 37
2023
Q4 		$2.9M Buy
+57,546
New +$2.91M 1.94% 10

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return