Atomic Invest
TFLO icon

Atomic Invest’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Atomic Invest’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 		$5.2K Sell
103
-24
-19% -$1.21K ﹤0.01% 344
2026
Q2 		$6.44K Buy
+127
New +$6.42K ﹤0.01% 306

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Atomic Invest's TFLO Position: Q3 2026 in Review

Atomic Invest reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 19% in Q3 2026, selling an estimated $1.21K and leaving 103 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Atomic Invest first reported a position in TFLO in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.44K in Q2 2026. 391 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

  • Atomic Invest held 103 shares of iShares Treasury Floating Rate Bond ETF worth $5.2K as of Q3 2026.
  • Atomic Invest sold 24 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $1.21K.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Atomic Invest's portfolio in Q3 2026, its #344 holding.
  • Atomic Invest first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Atomic Invest's iShares Treasury Floating Rate Bond ETF position peaked at $6.44K in Q2 2026.
  • 391 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Atomic Invest's 13F filing for Q3 2026, filed 13 Nov 2026.