AWM
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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
Q3 		$423K Sell
8,356
-12,608
-60% -$638K 0.3% 64
2026
Q2 		$1.06M Buy
+20,964
New +$1.06M 0.79% 31

Other funds holding TFLO

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return

Athena Wealth Management's TFLO Position: Q3 2026 in Review

Athena Wealth Management reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 60% in Q3 2026, selling an estimated $638K and leaving 8,356 shares worth $423K. The position accounts for 0.3% of the portfolio, ranked #64.

Athena Wealth Management first reported a position in TFLO in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.06M in Q2 2026. 40 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

  • Athena Wealth Management held 8,356 shares of iShares Treasury Floating Rate Bond ETF worth $423K as of Q3 2026.
  • Athena Wealth Management sold 12,608 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $638K.
  • iShares Treasury Floating Rate Bond ETF made up 0.3% of Athena Wealth Management's portfolio in Q3 2026, its #64 holding.
  • Athena Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Athena Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $1.06M in Q2 2026.
  • 40 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.