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Twin City Private Wealth’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Twin City Private Wealth’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
-2,388
Closed -$121K – 99
2025
Q3 		$121K Sell
2,388
-325
-12% -$16.4K 0.09% 95
2025
Q2 		$137K Buy
2,713
+891
+49% +$45.1K 0.11% 93
2025
Q1 		$92.3K Sell
1,822
-563
-24% -$28.5K 0.08% 91
2024
Q4 		$120K Sell
2,385
-4,367
-65% -$221K 0.11% 90
2024
Q3 		$342K Buy
6,752
+383
+6% +$19.4K 0.3% 80
2024
Q2 		$323K Buy
+6,369
New +$322K 0.3% 78

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Twin City Private Wealth's TFLO Position: Q4 2025 in Review

Twin City Private Wealth sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2025, closing a stake of 2,388 shares — an estimated $121K sold.

Twin City Private Wealth first reported a position in TFLO in Q2 2024 and held it in 6 quarters. The position peaked at $342K in Q3 2024. 412 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

  • Twin City Private Wealth reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Twin City Private Wealth sold 2,388 iShares Treasury Floating Rate Bond ETF shares in Q4 2025, an estimated $121K.
  • Twin City Private Wealth first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2024 and held it in 6 quarters.
  • Twin City Private Wealth's iShares Treasury Floating Rate Bond ETF position peaked at $342K in Q3 2024.
  • 412 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

Based on Twin City Private Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.