August Group Capital’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

August Group Capital’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	$459K	Buy	+9,060	New	+$458K	0.47%	44

Other funds holding TFLO

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Stash Investments New York $342M AUM 7.51% 1-Year Est. Return

Walker Financial Services Bowling Green, Kentucky $341M AUM 5.38% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.08B AUM 11.73% 1-Year Est. Return

Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return

August Group Capital's TFLO Position: Q3 2026 in Review

August Group Capital opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2026: 9,060 shares worth $459K. The stake represents 0.47% of the portfolio and ranks #44 among its holdings.

176 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

August Group Capital held 9,060 shares of iShares Treasury Floating Rate Bond ETF worth $459K as of Q3 2026.
iShares Treasury Floating Rate Bond ETF was a new August Group Capital position in Q3 2026.
iShares Treasury Floating Rate Bond ETF made up 0.47% of August Group Capital's portfolio in Q3 2026, its #44 holding.
176 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on August Group Capital's 13F filing for Q3 2026, filed 14 Oct 2026.