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Strait & Sound Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Strait & Sound Wealth 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 		$356K Buy
7,030
+132
+2% +$6.67K 0.14% 115
2025
Q4 		$348K Buy
6,898
+61
+0.9% +$3.08K 0.13% 115
2025
Q3 		$346K Hold
6,837
– – 0.13% 114
2025
Q2 		$346K Buy
6,837
+523
+8% +$26.4K 0.15% 109
2025
Q1 		$320K Sell
6,314
-7,948
-56% -$402K 0.15% 109
2024
Q4 		$720K Sell
14,262
-1,520
-10% -$76.8K 0.33% 59
2024
Q3 		$799K Buy
15,782
+10,269
+186% +$519K 0.39% 45
2024
Q2 		$279K Buy
+5,513
New +$279K 0.14% 117

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 $376B 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 $564B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return