Tucker Asset Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Tucker Asset 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 Q4	$1.46K	Buy	+29	New	+$1.46K	﹤0.01%	894

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

Tucker Asset Management's TFLO Position: Q4 2025 in Review

Tucker Asset Management opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2025: 29 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #894 among its holdings.

411 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

Tucker Asset Management held 29 shares of iShares Treasury Floating Rate Bond ETF worth $1.46K as of Q4 2025.
iShares Treasury Floating Rate Bond ETF was a new Tucker Asset Management position in Q4 2025.
iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #894 holding.
411 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.