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TFLO icon

Sunbelt Securities’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Sunbelt Securities’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 		$397 Hold
8
– – ﹤0.01% 2351
2025
Q4 		$394 Hold
8
– – ﹤0.01% 2281
2025
Q3 		$390 Sell
8
-8
-50% -$404 ﹤0.01% 2288
2025
Q2 		$784 Hold
16
– – ﹤0.01% 1682
2025
Q1 		$789 Hold
16
– – ﹤0.01% 1668
2024
Q4 		$783 Sell
16
-2,723
-99% -$138K ﹤0.01% 1686
2024
Q3 		$139K Sell
2,739
-145
-5% -$7.33K 0.01% 685
2024
Q2 		$146K Sell
2,884
-116
-4% -$5.87K 0.01% 648
2024
Q1 		$152K Sell
3,000
-286
-9% -$14.5K 0.02% 610
2023
Q4 		$166K Sell
3,286
-3,661
-53% -$185K 0.02% 550
2023
Q3 		$352K Buy
+6,947
New +$352K 0.05% 364

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