St. Louis Asset Manager Boosts Holdings in iShares Treasury Floating Rate Bond ETF

St. Louis Financial Planners Asset Management LLC increased its stake in the TFLO ETF by 6.2% in Q4 2025.

Mar. 21, 2026 at 10:41am

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St. Louis Financial Planners Asset Management LLC raised its holdings in shares of the iShares Treasury Floating Rate Bond ETF (TFLO) by 6.2% during the fourth quarter of 2025, according to the company's latest 13F filing with the SEC. The firm now owns 362,429 shares of the TFLO ETF, which makes up 11.2% of its total investment portfolio.

Why it matters

The increase in TFLO holdings by this St. Louis-based asset manager reflects growing investor interest in floating rate Treasury bonds as the Federal Reserve continues to raise interest rates to combat inflation. TFLO provides exposure to U.S. Treasury floating rate notes, which can help mitigate interest rate risk in a rising rate environment.

The details

St. Louis Financial Planners Asset Management LLC added 21,096 shares of the iShares Treasury Floating Rate Bond ETF to its portfolio during the fourth quarter of 2025. The firm now holds a total of 362,429 TFLO shares, which represents 11.2% of its total assets under management.

  • St. Louis Financial Planners Asset Management LLC filed its Q4 2025 13F report in March 2026.

The players

St. Louis Financial Planners Asset Management LLC

A St. Louis-based investment management firm that oversees over $1.6 billion in client assets.

iShares Treasury Floating Rate Bond ETF (TFLO)

An exchange-traded fund that tracks an index of U.S. Treasury floating rate bonds.

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The takeaway

The increase in TFLO holdings by this St. Louis asset manager reflects growing institutional interest in floating rate Treasury bonds as the Federal Reserve continues its campaign of interest rate hikes. TFLO provides a way for investors to gain exposure to this segment of the fixed income market.