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Stone House Investment Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Stone House Investment 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
Q2 		– Hold
0
– – – 519
2025
Q1 		– Hold
0
– – – 436
2024
Q3 		– Sell
-464
Closed -$23.4K – 379
2024
Q2 		$23.5K Sell
464
-802
-63% -$40.6K 0.01% 177
2024
Q1 		$64.2K Sell
1,266
-145,965
-99% -$7.38M 0.02% 107
2023
Q4 		$7.43M Sell
147,231
-270,051
-65% -$13.7M 2.56% 11
2023
Q3 		$21.2M Buy
+417,282
New +$21.1M 7.37% 5

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
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
Mariner
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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Stone House Investment Management's TFLO Position: Q2 2025 in Review

Stone House Investment Management held its iShares Treasury Floating Rate Bond ETF (TFLO) position steady in Q2 2025 at 0 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Stone House Investment Management first reported a position in TFLO in Q3 2023 and has held it in 4 quarters since. The position peaked at $21.2M in Q3 2023. 403 funds tracked by Wall St. Rank hold TFLO as of Q2 2025.

  • Stone House Investment Management held 0 shares of iShares Treasury Floating Rate Bond ETF worth $5 as of Q2 2025.
  • Stone House Investment Management left its iShares Treasury Floating Rate Bond ETF share count unchanged in Q2 2025.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2025, its #519 holding.
  • Stone House Investment Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 4 quarters since.
  • Stone House Investment Management's iShares Treasury Floating Rate Bond ETF position peaked at $21.2M in Q3 2023.
  • 403 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2025.

Based on Stone House Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.