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

Synergy 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
2026
Q1 		$51 Buy
+1
New +$51 ﹤0.01% 907
2025
Q2 		– Sell
-34
Closed -$1.72K – 516
2025
Q1 		$1.72K Sell
34
-121
-78% -$6.12K ﹤0.01% 550
2024
Q4 		$7.79K Buy
+155
New +$7.83K ﹤0.01% 414

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
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 $883M AUM 17.9% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Synergy Investment Management's TFLO Position: Q1 2026 in Review

Synergy Investment Management opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026: 1 share worth $51. The stake represents ﹤0.01% of the portfolio and ranks #907 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in TFLO as recently as Q1 2025.

Synergy Investment Management first reported a position in TFLO in Q4 2024 and has held it in 3 quarters since. The position peaked at $7.79K in Q4 2024. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Synergy Investment Management held 1 share of iShares Treasury Floating Rate Bond ETF worth $51 as of Q1 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Synergy Investment Management position in Q1 2026.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #907 holding.
  • Synergy Investment Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's iShares Treasury Floating Rate Bond ETF position peaked at $7.79K in Q4 2024.
  • 414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

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