S
TFLO icon

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

SignatureFD’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
Q3 		– Sell
-251
Closed -$12.7K – 3478
2025
Q2 		$12.7K Hold
251
– – ﹤0.01% 2250
2025
Q1 		$12.7K Sell
251
-4
-2% -$202 ﹤0.01% 2273
2024
Q4 		$12.9K Sell
255
-500
-66% -$25.3K ﹤0.01% 2275
2024
Q3 		$38.2K Sell
755
-991
-57% -$50.1K ﹤0.01% 1728
2024
Q2 		$88.5K Buy
1,746
+1,193
+216% +$60.3K ﹤0.01% 1225
2024
Q1 		$28K Buy
553
+291
+111% +$14.7K ﹤0.01% 1830
2023
Q4 		$13.2K Hold
262
– – ﹤0.01% 2132
2023
Q3 		$13.3K Hold
262
– – ﹤0.01% 2055
2023
Q2 		$13.3K Buy
+262
New +$13.2K ﹤0.01% 2112
2023
Q1 		– Sell
-4,161
Closed -$210K – 3376
2022
Q4 		$210K Hold
4,161
– – 0.01% 692
2022
Q3 		$210K Hold
4,161
– – 0.01% 660
2022
Q2 		$210K Hold
4,161
– – 0.01% 681
2022
Q1 		$209K Hold
4,161
– – 0.01% 702
2021
Q4 		$209K Hold
4,161
– – 0.01% 699
2021
Q3 		$209K Hold
4,161
– – 0.01% 669
2021
Q2 		$209K Hold
4,161
– – 0.01% 653
2021
Q1 		$209K Hold
4,161
– – 0.01% 567
2020
Q4 		$209K Hold
4,161
– – 0.01% 519
2020
Q3 		$209K Hold
4,161
– – 0.01% 464
2020
Q2 		$209K Buy
+4,161
New +$209K 0.01% 438

Other funds holding TFLO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SignatureFD's TFLO Position: Q3 2025 in Review

SignatureFD sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2025, closing a stake of 251 shares — an estimated $12.7K sold.

SignatureFD first reported a position in TFLO in Q2 2020 and held it in 20 quarters. The position peaked at $210K in Q3 2022. 390 funds tracked by Wall St. Rank hold TFLO as of Q3 2025.

  • SignatureFD reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • SignatureFD sold 251 iShares Treasury Floating Rate Bond ETF shares in Q3 2025, an estimated $12.7K.
  • SignatureFD first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2020 and held it in 20 quarters.
  • SignatureFD's iShares Treasury Floating Rate Bond ETF position peaked at $210K in Q3 2022.
  • 390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2025.

Based on SignatureFD's 13F filing for Q3 2025, filed 21 Oct 2025.