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

Aquire Wealth 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 		$8.99M Buy
177,566
+65,756
+59% +$3.32M 2.06% 9
2026
Q1 		$5.66M Buy
111,810
+41,785
+60% +$2.11M 1.49% 11
2025
Q4 		$3.53M Sell
70,025
-89,367
-56% -$4.51M 0.92% 13
2025
Q3 		$8.06M Buy
159,392
+26,804
+20% +$1.35M 1.98% 9
2025
Q2 		$6.72M Buy
132,588
+66,203
+100% +$3.35M 1.8% 10
2025
Q1 		$3.36M Buy
66,385
+57,061
+612% +$2.89M 1.04% 13
2024
Q4 		$471K Sell
9,324
-960
-9% -$48.5K 0.15% 31
2024
Q3 		$520K Sell
10,284
-88,791
-90% -$4.49M 0.16% 32
2024
Q2 		$5.02M Buy
99,075
+7,233
+8% +$366K 1.69% 10
2024
Q1 		$4.66M Sell
91,842
-19,577
-18% -$990K 1.63% 11
2023
Q4 		$5.62M Sell
111,419
-3,669
-3% -$186K 2.14% 8
2023
Q3 		$5.84M Sell
115,088
-5,353
-4% -$271K 2.44% 8
2023
Q2 		$6.1M Buy
120,441
+39,284
+48% +$1.99M 2.43% 9
2023
Q1 		$4.11M Sell
81,157
-21,166
-21% -$1.07M 1.8% 15
2022
Q4 		$5.16M Buy
102,323
+43,207
+73% +$2.18M 2.57% 9
2022
Q3 		$2.98M Buy
+59,116
New +$2.98M 1.73% 19

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
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
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

Aquire Wealth Advisors's TFLO Position: Q2 2026 in Review

Aquire Wealth Advisors increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 59% in Q2 2026, buying an estimated $3.32M and bringing the position to 177,566 shares worth $8.99M. The position accounts for 2.06% of the portfolio, ranked #9.

Aquire Wealth Advisors first reported a position in TFLO in Q3 2022 and has held it in 16 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Aquire Wealth Advisors held 177,566 shares of iShares Treasury Floating Rate Bond ETF worth $8.99M as of Q2 2026.
  • Aquire Wealth Advisors bought 65,756 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $3.32M.
  • iShares Treasury Floating Rate Bond ETF made up 2.06% of Aquire Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Aquire Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.