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Sheets Smith Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Sheets Smith Wealth Management’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
Q1 		– Sell
-8,110
Closed -$409K – 388
2024
Q4 		$409K Sell
8,110
-11,345
-58% -$573K 0.05% 291
2024
Q3 		$984K Sell
19,455
-540
-3% -$27.3K 0.12% 159
2024
Q2 		$1.01M Sell
19,995
-286
-1% -$14.5K 0.12% 160
2024
Q1 		$1.03M Sell
20,281
-568
-3% -$28.7K 0.12% 161
2023
Q4 		$1.05M Sell
20,849
-5
-0% -$253 0.15% 137
2023
Q3 		$1.06M Buy
+20,854
New +$1.06M 0.16% 130

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return