AFC
TFLO icon

Ares Financial Consulting’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Ares Financial Consulting’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 		$5.01K Sell
99
-1,686
-94% -$85.2K ﹤0.01% 709
2026
Q1 		$90.1K Hold
1,785
– – 0.07% 148
2025
Q4 		$90.1K Buy
+1,785
New +$90.1K 0.09% 112

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SI
Stash Investments New York $310M AUM 13.03% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Ares Financial Consulting's TFLO Position: Q2 2026 in Review

Ares Financial Consulting reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 94% in Q2 2026, selling an estimated $85.2K and leaving 99 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Ares Financial Consulting first reported a position in TFLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $90.1K in Q1 2026. 247 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Ares Financial Consulting held 99 shares of iShares Treasury Floating Rate Bond ETF worth $5.01K as of Q2 2026.
  • Ares Financial Consulting sold 1,686 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $85.2K.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #709 holding.
  • Ares Financial Consulting first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's iShares Treasury Floating Rate Bond ETF position peaked at $90.1K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.