Advisornet Financial’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Advisornet Financial’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	–	Sell	-84	Closed	-$4.25K	–	2363
2026 Q1	$4.25K	Hold	84	–	–	﹤0.01%	1768
2025 Q4	$4.24K	Hold	84	–	–	﹤0.01%	1766
2025 Q3	$4.25K	Hold	84	–	–	﹤0.01%	1734
2025 Q2	$4.25K	Hold	84	–	–	﹤0.01%	1712
2025 Q1	$4.25K	Hold	84	–	–	﹤0.01%	1638
2024 Q4	$4.24K	Sell	84 -6,971	-99%	-$352K	﹤0.01%	1498
2024 Q3	$357K	Sell	7,055 -220	-3%	-$11.1K	0.03%	393
2024 Q2	$369K	Sell	7,275 -15,491	-68%	-$783K	0.03%	365
2024 Q1	$1.15M	Sell	22,766 -10,115	-31%	-$512K	0.11%	186
2023 Q4	$1.66M	Buy	32,881 +6,736	+26%	+$341K	0.15%	157
2023 Q3	$1.33M	Buy	+26,145	New	+$1.32M	0.12%	174

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

Advisornet Financial's TFLO Position: Q2 2026 in Review

Advisornet Financial sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026, closing a stake of 84 shares — an estimated $4.25K sold.

Advisornet Financial first reported a position in TFLO in Q3 2023 and held it in 11 quarters. The position peaked at $1.66M in Q4 2023. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Advisornet Financial reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
Advisornet Financial sold 84 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $4.25K.
Advisornet Financial first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 11 quarters.
Advisornet Financial's iShares Treasury Floating Rate Bond ETF position peaked at $1.66M in Q4 2023.
422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.