Ameritas Advisory Services’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Ameritas Advisory 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	$4.26M	Buy	84,218 +29,822	+55%	+$1.51M	0.09%	222
2026 Q1	$2.75M	Sell	54,396 -34	-0.1%	-$1.72K	0.11%	182
2025 Q4	$2.75M	Sell	54,430 -43,766	-45%	-$2.21M	0.1%	184
2025 Q3	$4.97M	Buy	98,196 +32,939	+50%	+$1.66M	0.33%	61
2025 Q2	$3.31M	Buy	65,257 +25,169	+63%	+$1.27M	0.17%	127
2025 Q1	$2.02M	Buy	40,088 +906	+2%	+$45.8K	0.08%	229
2024 Q4	$1.98M	Buy	39,182 +3,903	+11%	+$197K	0.07%	262
2024 Q3	$1.79M	Sell	35,279 -2,291	-6%	-$116K	0.08%	253
2024 Q2	$1.9M	Sell	37,570 -24,407	-39%	-$1.23M	0.07%	262
2024 Q1	$3.13M	Buy	61,977 +14,310	+30%	+$724K	0.13%	170
2023 Q4	$2.41M	Buy	47,667 +11,679	+32%	+$591K	0.13%	149
2023 Q3	$1.82M	Sell	35,988 -82,942	-70%	-$4.2M	0.09%	218
2023 Q2	$6.01M	Buy	118,930 +13,649	+13%	+$690K	0.77%	24
2023 Q1	$5.33M	Sell	105,281 -7,349	-7%	-$371K	0.27%	78
2022 Q4	$5.68M	Buy	112,630 +9,386	+9%	+$473K	0.26%	90
2022 Q3	$5.21M	Buy	103,244 +13,626	+15%	+$687K	0.31%	69
2022 Q2	$4.52M	Buy	+89,618	New	+$4.52M	0.26%	81

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

Ameritas Advisory Services's TFLO Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 55% in Q2 2026, buying an estimated $1.51M and bringing the position to 84,218 shares worth $4.26M. The position accounts for 0.09% of the portfolio, ranked #222.

Ameritas Advisory Services first reported a position in TFLO in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.01M in Q2 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Ameritas Advisory Services held 84,218 shares of iShares Treasury Floating Rate Bond ETF worth $4.26M as of Q2 2026.
Ameritas Advisory Services bought 29,822 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $1.51M.
iShares Treasury Floating Rate Bond ETF made up 0.09% of Ameritas Advisory Services's portfolio in Q2 2026, its #222 holding.
Ameritas Advisory Services first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2022 and has held it in 17 quarters since.
Ameritas Advisory Services's iShares Treasury Floating Rate Bond ETF position peaked at $6.01M in Q2 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.