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

Simplicity Wealth’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
2026 Q1	$579K	Sell	11,435 -676	-6%	-$34.2K	0.03%	421
2025 Q4	$611K	Buy	12,111 +3,040	+34%	+$154K	0.04%	382
2025 Q3	$459K	Buy	+9,071	New	+$459K	0.03%	461
2024 Q3	–	Sell	-6,828	Closed	-$346K	–	1128
2024 Q2	$346K	Buy	6,828 +371	+6%	+$18.8K	0.01%	903
2024 Q1	$327K	Sell	6,457 -53,166	-89%	-$2.69M	0.01%	887
2023 Q4	$3.01M	Buy	59,623 +20,061	+51%	+$1.01M	1.16%	21
2023 Q3	$2.01M	Buy	+39,562	New	+$2M	1.17%	19

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Simplicity Wealth's TFLO Position: Q1 2026 in Review

Simplicity Wealth reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 5.6% in Q1 2026, selling an estimated $34.2K and leaving 11,435 shares worth $579K. The position accounts for 0.03% of the portfolio, ranked #421.

Simplicity Wealth first reported a position in TFLO in Q3 2023 and has held it in 7 quarters since. The position peaked at $3.01M in Q4 2023. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

Simplicity Wealth held 11,435 shares of iShares Treasury Floating Rate Bond ETF worth $579K as of Q1 2026.
Simplicity Wealth sold 676 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $34.2K.
iShares Treasury Floating Rate Bond ETF made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #421 holding.
Simplicity Wealth first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 7 quarters since.
Simplicity Wealth's iShares Treasury Floating Rate Bond ETF position peaked at $3.01M in Q4 2023.
414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.