UAG
TFLO icon

United Advisor Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

United Advisor Group’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
Q2 		– Sell
-10,720
Closed -$543K – 396
2025
Q1 		$543K Buy
10,720
+1,898
+22% +$96K 0.11% 176
2024
Q4 		$445K Buy
+8,822
New +$446K 0.09% 216

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

United Advisor Group's TFLO Position: Q2 2025 in Review

United Advisor Group sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2025, closing a stake of 10,720 shares — an estimated $543K sold.

United Advisor Group first reported a position in TFLO in Q4 2024 and held it in 2 quarters. The position peaked at $543K in Q1 2025. 403 funds tracked by Wall St. Rank hold TFLO as of Q2 2025.

  • United Advisor Group reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • United Advisor Group sold 10,720 iShares Treasury Floating Rate Bond ETF shares in Q2 2025, an estimated $543K.
  • United Advisor Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and held it in 2 quarters.
  • United Advisor Group's iShares Treasury Floating Rate Bond ETF position peaked at $543K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2025.

Based on United Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.