Advus Financial Partners, LLC’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Advus Financial Partners, LLC’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	-7,818	Closed	-$396K	–	268
2025 Q1	$396K	Sell	7,818 -3,932	-33%	-$199K	0.11%	130
2024 Q4	$593K	Sell	11,750 -55,367	-82%	-$2.8M	0.17%	90
2024 Q3	$3.4M	Sell	67,117 -25,009	-27%	-$1.26M	0.97%	21
2024 Q2	$4.67M	Sell	92,126 -14,124	-13%	-$714K	1.42%	14
2024 Q1	$5.39M	Sell	106,250 -507	-0.5%	-$25.7K	1.66%	12
2023 Q4	$5.39M	Buy	106,757 +5,839	+6%	+$295K	1.85%	11
2023 Q3	$5.12M	Buy	+100,918	New	+$5.11M	2.01%	10

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $883M AUM 17.9% 1-Year Est. Return

Advus Financial Partners, LLC's TFLO Position: Q2 2025 in Review

Advus Financial Partners, LLC sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2025, closing a stake of 7,818 shares — an estimated $396K sold.

Advus Financial Partners, LLC first reported a position in TFLO in Q3 2023 and held it in 7 quarters. The position peaked at $5.39M in Q4 2023. 404 funds tracked by Wall St. Rank hold TFLO as of Q2 2025.

Advus Financial Partners, LLC reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
Advus Financial Partners, LLC sold 7,818 iShares Treasury Floating Rate Bond ETF shares in Q2 2025, an estimated $396K.
Advus Financial Partners, LLC first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 7 quarters.
Advus Financial Partners, LLC's iShares Treasury Floating Rate Bond ETF position peaked at $5.39M in Q4 2023.
404 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2025, filed 25 Aug 2026.