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

AllGen Financial 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	$593K	Buy	+11,704	New	+$592K	0.14%	31

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

AllGen Financial Advisors's TFLO Position: Q1 2026 in Review

AllGen Financial Advisors opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026: 11,704 shares worth $593K. The stake represents 0.14% of the portfolio and ranks #31 among its holdings.

414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

AllGen Financial Advisors held 11,704 shares of iShares Treasury Floating Rate Bond ETF worth $593K as of Q1 2026.
iShares Treasury Floating Rate Bond ETF was a new AllGen Financial Advisors position in Q1 2026.
iShares Treasury Floating Rate Bond ETF made up 0.14% of AllGen Financial Advisors's portfolio in Q1 2026, its #31 holding.
414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.