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

Wealthspire Advisors, LLC holds 1.8M shares of TFLO (ISHARES TR), worth $90.8M as of 2026-Q1. The position was increased (+4.0% shares). TFLO represents 0.7% of Wealthspire Advisors, LLC's portfolio.

Current Value

$90.8M

Current Shares

1.8M

Total Value Change

+$20.7M

Total Shares Change

+409,759

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.8M
+4.0%
$90.8M0.7%$50.49
44
2025-Q4
Increased
1.7M
+18.3%
$87M0.7%$50.30
49
2025-Q3
Increased
1.5M
+12.3%
$73.7M0.4%$49.77
40
2025-Q2
Increased
1.3M
+2.5%
$65.7M0.4%$49.28
36
2025-Q1
Increased
1.3M
+4.0%
$64.1M0.4%$48.77
37
2024-Q4
Decreased
1.2M
-4.3%
$61.4M0.6%$48.26
0
2024-Q3
Decreased
1.3M
-8.0%
$64.4M0.7%$47.64
0
2024-Q2
Increased
1.4M
+43.0%
$70.1M0.9%$47.08
56

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

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