Advocacy Wealth Management Services’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Advocacy Wealth Management Services’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	$475K	Sell	9,381 -235	-2%	-$11.9K	0.02%	133
2026 Q1	$487K	Sell	9,616 -1,049	-10%	-$53K	0.02%	130
2025 Q4	$538K	Sell	10,665 -376	-3%	-$19K	0.02%	121
2025 Q3	$559K	Sell	11,041 -1,926	-15%	-$97.4K	0.02%	118
2025 Q2	$657K	Buy	12,967 +2,354	+22%	+$119K	0.04%	53
2025 Q1	$538K	Sell	10,613 -856,718	-99%	-$43.3M	0.04%	52
2024 Q4	$43.8M	Sell	867,331 -20,053	-2%	-$1.01M	3.33%	11
2024 Q3	$44.9M	Sell	887,384 -20,048	-2%	-$1.01M	3.52%	9
2024 Q2	$46M	Sell	907,432 -31,321	-3%	-$1.58M	3.79%	9
2024 Q1	$47.6M	Sell	938,753 -281,313	-23%	-$14.2M	4.09%	8
2023 Q4	$61.6M	Sell	1,220,066 -18,088	-1%	-$915K	5.84%	5
2023 Q3	$62.8M	Buy	1,238,154 +119,372	+11%	+$6.04M	6.99%	7
2023 Q2	$56.7M	Buy	1,118,782 +75,149	+7%	+$3.8M	6.48%	8
2023 Q1	$52.8M	Buy	1,043,633 +101,310	+11%	+$5.12M	6.41%	8
2022 Q4	$47.5M	Buy	942,323 +82,098	+10%	+$4.14M	6.27%	7
2022 Q3	$43.4M	Buy	860,225 +32,456	+4%	+$1.64M	6.33%	7
2022 Q2	$41.7M	Buy	827,769 +804,295	+3,426%	+$40.5M	6.71%	7
2022 Q1	$1.18M	Buy	+23,474	New	+$1.18M	0.21%	24

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

Advocacy Wealth Management Services's TFLO Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 2.4% in Q2 2026, selling an estimated $11.9K and leaving 9,381 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #133.

Advocacy Wealth Management Services first reported a position in TFLO in Q1 2022 and has held it in 18 quarters since. The position peaked at $62.8M in Q3 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Advocacy Wealth Management Services held 9,381 shares of iShares Treasury Floating Rate Bond ETF worth $475K as of Q2 2026.
Advocacy Wealth Management Services sold 235 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $11.9K.
iShares Treasury Floating Rate Bond ETF made up 0.02% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #133 holding.
Advocacy Wealth Management Services first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2022 and has held it in 18 quarters since.
Advocacy Wealth Management Services's iShares Treasury Floating Rate Bond ETF position peaked at $62.8M in Q3 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.