Ausdal Financial Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Ausdal Financial Partners’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	$1.9M	Buy	37,614 +22,881	+155%	+$1.16M	0.07%	261
2026 Q1	$746K	Buy	+14,733	New	+$745K	0.03%	467
2025 Q4	–	Sell	-4,440	Closed	-$225K	–	1000
2025 Q3	$225K	Sell	4,440 -4,052	-48%	-$205K	0.01%	844
2025 Q2	$430K	Sell	8,492 -5,168	-38%	-$261K	0.03%	460
2025 Q1	$692K	Buy	+13,660	New	+$691K	0.05%	309
2023 Q4	–	Sell	-4,054	Closed	-$206K	–	467
2023 Q3	$206K	Buy	+4,054	New	+$205K	0.03%	395

Other funds holding TFLO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Ausdal Financial Partners's TFLO Position: Q2 2026 in Review

Ausdal Financial Partners increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 155% in Q2 2026, buying an estimated $1.16M and bringing the position to 37,614 shares worth $1.9M. The position accounts for 0.07% of the portfolio, ranked #261.

Ausdal Financial Partners first reported a position in TFLO in Q3 2023 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Ausdal Financial Partners held 37,614 shares of iShares Treasury Floating Rate Bond ETF worth $1.9M as of Q2 2026.
Ausdal Financial Partners bought 22,881 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $1.16M.
iShares Treasury Floating Rate Bond ETF made up 0.07% of Ausdal Financial Partners's portfolio in Q2 2026, its #261 holding.
Ausdal Financial Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 6 quarters since.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.