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Snowden Capital Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Snowden Capital Advisors’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
-5,821
Closed -$294K – 1258
2024
Q4 		$294K Sell
5,821
-506
-8% -$25.6K 0.01% 998
2024
Q3 		$320K Buy
6,327
+1,240
+24% +$62.7K 0.01% 966
2024
Q2 		$258K Sell
5,087
-19,194
-79% -$971K 0.01% 1033
2024
Q1 		$1.23M Sell
24,281
-8,779
-27% -$444K 0.04% 447
2023
Q4 		$1.67M Buy
33,060
+11,150
+51% +$564K 0.06% 321
2023
Q3 		$1.11M Buy
+21,910
New +$1.11M 0.05% 388

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 $377B 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 $666B 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

Snowden Capital Advisors's TFLO Position: Q1 2025 in Review

Snowden Capital Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2025, closing a stake of 5,821 shares — an estimated $294K sold.

Snowden Capital Advisors first reported a position in TFLO in Q3 2023 and held it in 6 quarters. The position peaked at $1.67M in Q4 2023. 390 funds tracked by Wall St. Rank hold TFLO as of Q1 2025.

  • Snowden Capital Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Snowden Capital Advisors sold 5,821 iShares Treasury Floating Rate Bond ETF shares in Q1 2025, an estimated $294K.
  • Snowden Capital Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 6 quarters.
  • Snowden Capital Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $1.67M in Q4 2023.
  • 390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2025.

Based on Snowden Capital Advisors's 13F filing for Q1 2025, filed 14 May 2025.