West Wealth Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

West Wealth 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	-4,578	Closed	-$231K	–	119
2025 Q1	$231K	Buy	+4,578	New	+$232K	0.07%	87
2024 Q1	–	Sell	-86,998	Closed	-$4.39M	–	97
2023 Q4	$4.39M	Sell	86,998 -6	-0%	-$304	1.73%	14
2023 Q3	$4.41M	Buy	+87,004	New	+$4.4M	1.93%	14

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

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 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

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

West Wealth Group's TFLO Position: Q2 2025 in Review

West Wealth Group sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2025, closing a stake of 4,578 shares — an estimated $231K sold.

West Wealth Group first reported a position in TFLO in Q3 2023 and held it in 3 quarters. The position peaked at $4.41M in Q3 2023. 403 funds tracked by Wall St. Rank hold TFLO as of Q2 2025.

West Wealth Group reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
West Wealth Group sold 4,578 iShares Treasury Floating Rate Bond ETF shares in Q2 2025, an estimated $231K.
West Wealth Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 3 quarters.
West Wealth Group's iShares Treasury Floating Rate Bond ETF position peaked at $4.41M in Q3 2023.
403 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2025.

Based on West Wealth Group's 13F filing for Q2 2025, filed 13 Aug 2025.