Vishria Bird Financial Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Vishria Bird Financial 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 Q3	–	Sell	-139,471	Closed	-$7.06M	–	103
2025 Q2	$7.06M	Sell	139,471 -6,275	-4%	-$317K	2.35%	18
2025 Q1	$7.38M	Buy	145,746 +1,716	+1%	+$86.8K	2.51%	14
2024 Q4	$7.27M	Buy	144,030 +447	+0.3%	+$22.6K	2.55%	13
2024 Q3	$7.26M	Hold	143,583	–	–	2.75%	13
2024 Q2	$7.27M	Sell	143,583 -1,077	-0.7%	-$54.5K	3.06%	12
2024 Q1	$7.33M	Buy	144,660 +556	+0.4%	+$28.1K	3.14%	12
2023 Q4	$7.27M	Sell	144,104 -1,736	-1%	-$87.8K	3.44%	11
2023 Q3	$7.4M	Sell	145,840 -394	-0.3%	-$19.9K	4.19%	9
2023 Q2	$7.41M	Sell	146,234 -385	-0.3%	-$19.5K	4.4%	8
2023 Q1	$7.42M	Sell	146,619 -796	-0.5%	-$40.2K	4.75%	8
2022 Q4	$7.43M	Buy	147,415 +25,817	+21%	+$1.3M	5.18%	7
2022 Q3	$6.14M	Buy	121,598 +80,439	+195%	+$4.06M	4.13%	11
2022 Q2	$2.07M	Buy	+41,159	New	+$2.07M	1.38%	20

Other funds holding TFLO

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

WANY

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

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

Vishria Bird Financial Group's TFLO Position: Q3 2025 in Review

Vishria Bird Financial Group sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2025, closing a stake of 139,471 shares — an estimated $7.06M sold.

Vishria Bird Financial Group first reported a position in TFLO in Q2 2022 and held it in 13 quarters. The position peaked at $7.43M in Q4 2022. 390 funds tracked by Wall St. Rank hold TFLO as of Q3 2025.

Vishria Bird Financial Group reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
Vishria Bird Financial Group sold 139,471 iShares Treasury Floating Rate Bond ETF shares in Q3 2025, an estimated $7.06M.
Vishria Bird Financial Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2022 and held it in 13 quarters.
Vishria Bird Financial Group's iShares Treasury Floating Rate Bond ETF position peaked at $7.43M in Q4 2022.
390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.