Betterment LLC’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Betterment LLC’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	$3.24M	Sell	63,936 -342,965	-84%	-$17.3M	0.01%	203
2026 Q1	$20.6M	Buy	406,901 +15,766	+4%	+$797K	0.04%	98
2025 Q4	$19.7M	Buy	391,135 +59,542	+18%	+$3.01M	0.04%	98
2025 Q3	$16.8M	Buy	331,593 +55,469	+20%	+$2.8M	0.03%	102
2025 Q2	$14M	Buy	276,124 +16,635	+6%	+$841K	0.03%	104
2025 Q1	$13.1M	Buy	259,489 +31,411	+14%	+$1.59M	0.03%	96
2024 Q4	$11.5M	Sell	228,078 -246,911	-52%	-$12.5M	0.03%	102
2024 Q3	$24M	Buy	474,989 +172,764	+57%	+$8.73M	0.06%	70
2024 Q2	$15.3M	Buy	302,225 +215,245	+247%	+$10.9M	0.04%	74
2024 Q1	$4.41M	Sell	86,980 -53,269	-38%	-$2.7M	0.01%	108
2023 Q4	$7.08M	Buy	140,249 +2,029	+1%	+$103K	0.02%	84
2023 Q3	$7.01M	Buy	+138,220	New	+$7M	0.02%	77

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

Betterment LLC's TFLO Position: Q2 2026 in Review

Betterment LLC reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 84% in Q2 2026, selling an estimated $17.3M and leaving 63,936 shares worth $3.24M. The position accounts for 0.01% of the portfolio, ranked #203.

Betterment LLC first reported a position in TFLO in Q3 2023 and has held it in 12 quarters since. The position peaked at $24M in Q3 2024. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Betterment LLC held 63,936 shares of iShares Treasury Floating Rate Bond ETF worth $3.24M as of Q2 2026.
Betterment LLC sold 342,965 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $17.3M.
iShares Treasury Floating Rate Bond ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #203 holding.
Betterment LLC first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Betterment LLC's iShares Treasury Floating Rate Bond ETF position peaked at $24M in Q3 2024.
422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.