Baird Financial Group
TFLO icon

Baird Financial Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Baird Financial Group’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 		$318K Buy
+6,289
New +$318K ﹤0.01% 1709
2025
Q3 		– Sell
-5,228
Closed -$265K – 1856
2025
Q2 		$265K Buy
+5,228
New +$264K ﹤0.01% 1625
2024
Q1 		– Sell
-136,345
Closed -$6.88M – 1801
2023
Q4 		$6.88M Sell
136,345
-581
-0.4% -$29.4K 0.02% 565
2023
Q3 		$6.95M Buy
+136,926
New +$6.93M 0.02% 525

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Raymond James Financial
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

Baird Financial Group's TFLO Position: Q2 2026 in Review

Baird Financial Group opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 6,289 shares worth $318K. The stake represents ﹤0.01% of the portfolio and ranks #1709 among its holdings. This is a return to the name: Baird Financial Group previously reported a position in TFLO as recently as Q2 2025.

Baird Financial Group first reported a position in TFLO in Q3 2023 and has held it in 4 quarters since. The position peaked at $6.95M in Q3 2023. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Baird Financial Group held 6,289 shares of iShares Treasury Floating Rate Bond ETF worth $318K as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Baird Financial Group position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1709 holding.
  • Baird Financial Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 4 quarters since.
  • Baird Financial Group's iShares Treasury Floating Rate Bond ETF position peaked at $6.95M in Q3 2023.
  • 422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.