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

Ancora 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 Q2	$70.2K	Sell	1,387 -276	-17%	-$14K	﹤0.01%	982
2026 Q1	$84.2K	Sell	1,663 -389	-19%	-$19.7K	﹤0.01%	960
2025 Q4	$104K	Sell	2,052 -316	-13%	-$16K	﹤0.01%	901
2025 Q3	$120K	Sell	2,368 -1,000	-30%	-$50.5K	﹤0.01%	826
2025 Q2	$171K	Sell	3,368 -40	-1%	-$2.02K	﹤0.01%	759
2025 Q1	$173K	Sell	3,408 -136	-4%	-$6.88K	﹤0.01%	744
2024 Q4	$179K	Sell	3,544 -284	-7%	-$14.3K	﹤0.01%	734
2024 Q3	$194K	Sell	3,828 -2,588	-40%	-$131K	﹤0.01%	700
2024 Q2	$325K	Sell	6,416 -9,875	-61%	-$499K	0.01%	576
2024 Q1	$826K	Buy	16,291 +1,301	+9%	+$65.8K	0.02%	422
2023 Q4	$757K	Buy	14,990 +542	+4%	+$27.4K	0.02%	423
2023 Q3	$733K	Buy	+14,448	New	+$731K	0.02%	404

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

Ancora Advisors's TFLO Position: Q2 2026 in Review

Ancora Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 17% in Q2 2026, selling an estimated $14K and leaving 1,387 shares worth $70.2K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Ancora Advisors first reported a position in TFLO in Q3 2023 and has held it in 12 quarters since. The position peaked at $826K in Q1 2024. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Ancora Advisors held 1,387 shares of iShares Treasury Floating Rate Bond ETF worth $70.2K as of Q2 2026.
Ancora Advisors sold 276 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $14K.
iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #982 holding.
Ancora Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Ancora Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $826K in Q1 2024.
422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.