Arax Advisory Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Arax Advisory Partners’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	$2.24M	Buy	44,189 +31,142	+239%	+$1.57M	0.01%	803
2026 Q1	$661K	Buy	13,047 +12,969	+16,627%	+$656K	0.02%	536
2025 Q4	$3.94K	Buy	+78	New	+$3.94K	﹤0.01%	2976

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

Arax Advisory Partners's TFLO Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 239% in Q2 2026, buying an estimated $1.57M and bringing the position to 44,189 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #803.

Arax Advisory Partners first reported a position in TFLO in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Arax Advisory Partners held 44,189 shares of iShares Treasury Floating Rate Bond ETF worth $2.24M as of Q2 2026.
Arax Advisory Partners bought 31,142 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $1.57M.
iShares Treasury Floating Rate Bond ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #803 holding.
Arax Advisory Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.