Accelerate Investment Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Accelerate Investment Advisors’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	$392K	Sell	7,744 -1,008	-12%	-$51K	0.23%	74
2026 Q1	$443K	Buy	8,752 +228	+3%	+$11.5K	0.3%	54
2025 Q4	$430K	Buy	8,524 +1,554	+22%	+$78.5K	0.29%	54
2025 Q3	$353K	Sell	6,970 -774	-10%	-$39.1K	0.24%	64
2025 Q2	$392K	Sell	7,744 -480	-6%	-$24.3K	0.29%	55
2025 Q1	$417K	Sell	8,224 -4,438	-35%	-$224K	0.35%	52
2024 Q4	$639K	Buy	12,662 +2,439	+24%	+$123K	0.56%	30
2024 Q3	$517K	Buy	+10,223	New	+$517K	0.51%	37

Other funds holding TFLO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

Accelerate Investment Advisors's TFLO Position: Q2 2026 in Review

Accelerate Investment Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 12% in Q2 2026, selling an estimated $51K and leaving 7,744 shares worth $392K. The position accounts for 0.23% of the portfolio, ranked #74.

Accelerate Investment Advisors first reported a position in TFLO in Q3 2024 and has held it in 8 quarters since. The position peaked at $639K in Q4 2024. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Accelerate Investment Advisors held 7,744 shares of iShares Treasury Floating Rate Bond ETF worth $392K as of Q2 2026.
Accelerate Investment Advisors sold 1,008 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $51K.
iShares Treasury Floating Rate Bond ETF made up 0.23% of Accelerate Investment Advisors's portfolio in Q2 2026, its #74 holding.
Accelerate Investment Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Accelerate Investment Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $639K in Q4 2024.
422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.