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TFLOTFLO
15 quarters

Position history for WAWealthspire Advisors, LLC's holdings in ISHARES TR

Yes. Wealthspire Advisors holds 1,599,878 shares of TFLO, worth $81M, as of its Q2 2026 13F filing. It reduced the position by 192,956 shares (-10.8%) from Q1 2026. Wealthspire Advisors has held TFLO since Q4 2022, across 15 quarterly 13F filings. TFLO is 0.4% of Wealthspire Advisors' reported 13F portfolio.

Current Value

$81M

Current Shares

1.6M

Total Value Change

+$57.7M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.6M
-10.8%
$81M0.4%$50.32
0
2026-Q1
Increased
1.8M
+4.0%
$90.8M0.7%$49.86
44
2025-Q4
Increased
1.7M
+18.3%
$87M0.7%$49.40
49
2025-Q3
Increased
1.5M
+12.3%
$73.7M0.4%$48.89
40
2025-Q2
Increased
1.3M
+2.5%
$65.7M0.4%$48.41
36
2025-Q1
Increased
1.3M
+4.0%
$64.1M0.4%$47.90
37
2024-Q4
Decreased
1.2M
-4.3%
$61.4M0.6%$47.40
0
2024-Q3
Decreased
1.3M
-8.0%
$64.4M0.7%$46.79
0
2024-Q2
Increased
1.4M
+43.0%
$70.1M0.9%$46.23
56
2024-Q1
Decreased
967,516
-11.6%
$49M0.7%$45.61
0
2023-Q4
Decreased
1.1M
-8.3%
$55.2M0.8%$45.00
0
2023-Q3
Increased
1.2M
+12.4%
$60.5M1.0%$44.44
47
2023-Q2
Increased
1.1M
+2.8%
$53.8M0.9%$43.85
43
2023-Q1
Increased
1M
+123.3%
$52.2M0.9%$43.26
67
2022-Q4
New
462,494
-
$23.3M0.4%$42.80
47

Other major holders of TFLO: ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, BANK OF AMERICA CORP /DE/

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