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TFLOTFLO
Showing 8 of 12 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES TR

AXXCESS WEALTH MANAGEMENT, LLC holds 1.2M shares of TFLO (ISHARES TR), worth $59.3M as of 2026-Q2. This is a new position. TFLO represents 0.9% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$59.3M

Current Shares

1.2M

Total Value Change

-$683,204

Total Shares Change

-14,197

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
1.2M
-
$59.3M0.9%$50.32
57
2026-Q1
Exited
0
-100.0%
$00.0%$49.86
0
2025-Q4
Decreased
998,661
-25.6%
$50.4M0.9%$49.40
0
2025-Q3
Increased
1.3M
+0.6%
$67.9M1.4%$48.89
47
2025-Q2
Increased
1.3M
+8.6%
$67.5M1.6%$48.41
51
2025-Q1
Increased
1.2M
+1.5%
$62.2M1.6%$47.90
47
2024-Q4
Increased
1.2M
+1.9%
$61M1.5%$47.40
47
2024-Q3
Increased
1.2M
+10.6%
$60M1.5%$46.79
51

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

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