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Wealthspire Advisors (New York)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Wealthspire Advisors (New York)’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 		$90.8M Buy
1,792,834
+68,398
+4% +$3.46M 0.71% 25
2025
Q4 		$87M Buy
1,724,436
+266,825
+18% +$13.5M 0.69% 26
2025
Q3 		$73.7M Buy
1,457,611
+160,148
+12% +$8.09M 0.39% 37
2025
Q2 		$65.7M Buy
1,297,463
+31,395
+2% +$1.59M 0.37% 40
2025
Q1 		$64.1M Buy
1,266,068
+48,964
+4% +$2.48M 0.38% 39
2024
Q4 		$61.4M Sell
1,217,104
-55,267
-4% -$2.79M 0.61% 31
2024
Q3 		$64.4M Sell
1,272,371
-110,704
-8% -$5.59M 0.66% 28
2024
Q2 		$70.1M Buy
1,383,075
+415,559
+43% +$21M 0.9% 22
2024
Q1 		$49M Sell
967,516
-126,425
-12% -$6.4M 0.65% 31
2023
Q4 		$55.2M Sell
1,093,941
-99,004
-8% -$5.01M 0.78% 27
2023
Q3 		$60.5M Buy
1,192,945
+131,512
+12% +$6.66M 1% 21
2023
Q2 		$53.8M Buy
1,061,433
+28,635
+3% +$1.45M 0.88% 24
2023
Q1 		$52.2M Buy
1,032,798
+570,304
+123% +$28.8M 0.9% 24
2022
Q4 		$23.3M Buy
+462,494
New +$23.3M 0.42% 39

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
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
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Wealthspire Advisors (New York)'s TFLO Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 4% in Q1 2026, buying an estimated $3.46M and bringing the position to 1,792,834 shares worth $90.8M. The position accounts for 0.71% of the portfolio, ranked #25.

Wealthspire Advisors (New York) first reported a position in TFLO in Q4 2022 and has held it in 14 quarters since. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Wealthspire Advisors (New York) held 1,792,834 shares of iShares Treasury Floating Rate Bond ETF worth $90.8M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 68,398 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $3.46M.
  • iShares Treasury Floating Rate Bond ETF made up 0.71% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #25 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.