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Vermillion & White Wealth Management Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Vermillion & White Wealth Management 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
2026
Q1 		– Sell
-2,999
Closed -$151K – 473
2025
Q4 		$151K Hold
2,999
– – 0.08% 75
2025
Q3 		$152K Hold
2,999
– – 0.09% 74
2025
Q2 		$152K Sell
2,999
-250
-8% -$12.6K 0.1% 70
2025
Q1 		$165K Sell
3,249
-7,648
-70% -$387K 0.12% 58
2024
Q4 		$550K Buy
10,897
+131
+1% +$6.62K 0.41% 37
2024
Q3 		$545K Buy
10,766
+1,864
+21% +$94.2K 0.4% 39
2024
Q2 		$451K Buy
8,902
+370
+4% +$18.7K 0.34% 44
2024
Q1 		$432K Buy
8,532
+3,463
+68% +$175K 0.35% 43
2023
Q4 		$256K Buy
+5,069
New +$256K 0.25% 42

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 $376B 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 $564B 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 $768M AUM 14.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return