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World Investment Advisors’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

World Investment Advisors’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,251
Closed -$579K – 1548
2025
Q3 		$579K Buy
11,251
+3
+0% +$155 0.01% 728
2025
Q2 		$578K Buy
+11,248
New +$574K 0.01% 681
2025
Q1 		– Sell
-13,827
Closed -$715K – 1112
2024
Q4 		$715K Buy
13,827
+4,134
+43% +$214K 0.02% 561
2024
Q3 		$500K Buy
+9,693
New +$501K 0.02% 594

Other funds holding TFLR

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return

World Investment Advisors's TFLR Position: Q4 2025 in Review

World Investment Advisors sold out of T. Rowe Price Floating Rate ETF (TFLR) in Q4 2025, closing a stake of 11,251 shares — an estimated $579K sold.

World Investment Advisors first reported a position in TFLR in Q3 2024 and held it in 4 quarters. The position peaked at $715K in Q4 2024. 84 funds tracked by Wall St. Rank hold TFLR as of Q4 2025.

  • World Investment Advisors reported no remaining T. Rowe Price Floating Rate ETF position as of Q4 2025 after selling out during the quarter.
  • World Investment Advisors sold 11,251 T. Rowe Price Floating Rate ETF shares in Q4 2025, an estimated $579K.
  • World Investment Advisors first reported a position in T. Rowe Price Floating Rate ETF in Q3 2024 and held it in 4 quarters.
  • World Investment Advisors's T. Rowe Price Floating Rate ETF position peaked at $715K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.