WhitTier Trust Company’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,123
Closed -$158K 1460
2024
Q4
$158K Sell
3,123
-3,000
-49% -$152K ﹤0.01% 535
2024
Q3
$310K Buy
+6,123
New +$309K 0.01% 418

Other funds holding TFLO

WhitTier Trust Company's TFLO Position: Q1 2025 in Review

WhitTier Trust Company sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2025, closing a stake of 3,123 shares — an estimated $158K sold.

WhitTier Trust Company first reported a position in TFLO in Q3 2024 and held it in 2 quarters. The position peaked at $310K in Q3 2024. 390 funds tracked by Wall St. Rank hold TFLO as of Q1 2025.

  • WhitTier Trust Company reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 3,123 iShares Treasury Floating Rate Bond ETF shares in Q1 2025, an estimated $158K.
  • WhitTier Trust Company first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2024 and held it in 2 quarters.
  • WhitTier Trust Company's iShares Treasury Floating Rate Bond ETF position peaked at $310K in Q3 2024.
  • 390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2025.

Based on WhitTier Trust Company's 13F filing for Q1 2025, filed 2 May 2025.