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Athena Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Athena Wealth Management’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 		$1.06M Buy
+20,964
New +$1.06M 0.79% 31

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Athena Wealth Management's TFLO Position: Q2 2026 in Review

Athena Wealth Management opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 20,964 shares worth $1.06M. The stake represents 0.79% of the portfolio and ranks #31 among its holdings.

121 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Athena Wealth Management held 20,964 shares of iShares Treasury Floating Rate Bond ETF worth $1.06M as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Athena Wealth Management position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up 0.79% of Athena Wealth Management's portfolio in Q2 2026, its #31 holding.
  • 121 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.