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Smartleaf Asset Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Smartleaf Asset 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
2026
Q1 		– Sell
-123
Closed -$6.21K – 3645
2025
Q4 		$6.21K Hold
123
– – ﹤0.01% 2615
2025
Q3 		$6.22K Buy
+123
New +$6.22K ﹤0.01% 2301
2025
Q2 		– Sell
-523
Closed -$26.5K – 2961
2025
Q1 		$26.5K Buy
+523
New +$26.5K ﹤0.01% 1464

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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Smartleaf Asset Management's TFLO Position: Q1 2026 in Review

Smartleaf Asset Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 123 shares — an estimated $6.21K sold.

Smartleaf Asset Management first reported a position in TFLO in Q1 2025 and held it in 3 quarters. The position peaked at $26.5K in Q1 2025. 416 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Smartleaf Asset Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 123 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $6.21K.
  • Smartleaf Asset Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2025 and held it in 3 quarters.
  • Smartleaf Asset Management's iShares Treasury Floating Rate Bond ETF position peaked at $26.5K in Q1 2025.
  • 416 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.