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3 Factor Indexing’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

3 Factor Indexing’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
2026
Q2 		$1.31M Sell
25,962
-9,247
-26% -$468K 1.11% 18
2026
Q1 		$1.78M Buy
+35,209
New +$1.78M 1.68% 14

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

3 Factor Indexing's TFLO Position: Q2 2026 in Review

3 Factor Indexing reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 26% in Q2 2026, selling an estimated $468K and leaving 25,962 shares worth $1.31M. The position accounts for 1.11% of the portfolio, ranked #18.

3 Factor Indexing first reported a position in TFLO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.78M in Q1 2026. 402 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • 3 Factor Indexing held 25,962 shares of iShares Treasury Floating Rate Bond ETF worth $1.31M as of Q2 2026.
  • 3 Factor Indexing sold 9,247 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $468K.
  • iShares Treasury Floating Rate Bond ETF made up 1.11% of 3 Factor Indexing's portfolio in Q2 2026, its #18 holding.
  • 3 Factor Indexing first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 3 Factor Indexing's iShares Treasury Floating Rate Bond ETF position peaked at $1.78M in Q1 2026.
  • 402 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.