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Advyzon Investment Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Advyzon Investment Management’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 		$1.51M Buy
29,808
+18,653
+167% +$943K 0.11% 180
2026
Q1 		$565K Buy
+11,155
New +$564K 0.05% 358

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BIP Wealth
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

Advyzon Investment Management's TFLO Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 167% in Q2 2026, buying an estimated $943K and bringing the position to 29,808 shares worth $1.51M. The position accounts for 0.11% of the portfolio, ranked #180.

Advyzon Investment Management first reported a position in TFLO in Q1 2026 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Advyzon Investment Management held 29,808 shares of iShares Treasury Floating Rate Bond ETF worth $1.51M as of Q2 2026.
  • Advyzon Investment Management bought 18,653 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $943K.
  • iShares Treasury Floating Rate Bond ETF made up 0.11% of Advyzon Investment Management's portfolio in Q2 2026, its #180 holding.
  • Advyzon Investment Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.