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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Shared Vision Wealth Group's TFLO Position: Q4 2025 in Review

Shared Vision Wealth Group sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2025, closing a stake of 4,163 shares — an estimated $210K sold.

Shared Vision Wealth Group first reported a position in TFLO in Q4 2023 and held it in 8 quarters. The position peaked at $2.9M in Q4 2023. 411 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

Shared Vision Wealth Group reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
Shared Vision Wealth Group sold 4,163 iShares Treasury Floating Rate Bond ETF shares in Q4 2025, an estimated $210K.
Shared Vision Wealth Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and held it in 8 quarters.
Shared Vision Wealth Group's iShares Treasury Floating Rate Bond ETF position peaked at $2.9M in Q4 2023.
411 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

Based on Shared Vision Wealth Group's 13F filing for Q4 2025, filed 11 Feb 2026.