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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Accelerate Investment Advisors's TFLO Position: Q1 2026 in Review

Accelerate Investment Advisors increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 2.7% in Q1 2026, buying an estimated $11.5K and bringing the position to 8,752 shares worth $443K. The position accounts for 0.3% of the portfolio, ranked #54.

Accelerate Investment Advisors first reported a position in TFLO in Q3 2024 and has held it in 7 quarters since. The position peaked at $639K in Q4 2024. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

Accelerate Investment Advisors held 8,752 shares of iShares Treasury Floating Rate Bond ETF worth $443K as of Q1 2026.
Accelerate Investment Advisors bought 228 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $11.5K.
iShares Treasury Floating Rate Bond ETF made up 0.3% of Accelerate Investment Advisors's portfolio in Q1 2026, its #54 holding.
Accelerate Investment Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Accelerate Investment Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $639K in Q4 2024.
414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.