TCI Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

TCI Wealth 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 Q4	–	Sell	-13,707	Closed	-$693K	–	271
2025 Q3	$693K	Sell	13,707 -200	-1%	-$10.1K	0.04%	125
2025 Q2	$704K	Sell	13,907 -465	-3%	-$23.5K	0.05%	118
2025 Q1	$728K	Buy	14,372 +79	+0.6%	+$4K	0.06%	98
2024 Q4	$721K	Sell	14,293 -592	-4%	-$29.9K	0.06%	101
2024 Q3	$753K	Sell	14,885 -6,819	-31%	-$345K	0.06%	97
2024 Q2	$1.1M	Sell	21,704 -11,021	-34%	-$557K	0.1%	74
2024 Q1	$1.66M	Buy	32,725 +1,653	+5%	+$83.6K	0.16%	55
2023 Q4	$1.57M	Sell	31,072 -365	-1%	-$18.5K	0.17%	54
2023 Q3	$1.6M	Buy	31,437 +3,942	+14%	+$200K	0.2%	50
2023 Q2	$1.39M	Buy	+27,495	New	+$1.39M	0.18%	54

Other funds holding TFLO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Wealth Advisors's TFLO Position: Q4 2025 in Review

TCI Wealth Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2025, closing a stake of 13,707 shares — an estimated $693K sold.

TCI Wealth Advisors first reported a position in TFLO in Q2 2023 and held it in 10 quarters. The position peaked at $1.66M in Q1 2024. 411 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

TCI Wealth Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
TCI Wealth Advisors sold 13,707 iShares Treasury Floating Rate Bond ETF shares in Q4 2025, an estimated $693K.
TCI Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2023 and held it in 10 quarters.
TCI Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $1.66M in Q1 2024.
411 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

Based on TCI Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.