BIA
TFLO icon

Bigelow Investment Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Bigelow Investment Advisors’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 		$349K Buy
6,880
+325
+5% +$16.4K 0.12% 134
2026
Q2 		$332K Sell
6,555
-150
-2% -$7.58K 0.12% 136
2026
Q1 		$339K Sell
6,705
-2,535
-27% -$128K 0.14% 122
2025
Q4 		$466K Sell
9,240
-325
-3% -$16.4K 0.18% 117
2025
Q3 		$484K Sell
9,565
-500
-5% -$25.3K 0.2% 116
2025
Q2 		$510K Sell
10,065
-210
-2% -$10.6K 0.22% 107
2025
Q1 		$521K Sell
10,275
-200
-2% -$10.1K 0.25% 99
2024
Q4 		$529K Sell
10,475
-1,135
-10% -$57.3K 0.25% 103
2024
Q3 		$587K Sell
11,610
-220
-2% -$11.1K 0.26% 105
2024
Q2 		$599K Sell
11,830
-200
-2% -$10.1K 0.29% 96
2024
Q1 		$610K Hold
12,030
– – 0.3% 92
2023
Q4 		$607K Sell
12,030
-219
-2% -$11.1K 0.33% 85
2023
Q3 		$622K Buy
12,249
+20
+0.2% +$1.01K 0.36% 80
2023
Q2 		$620K Buy
+12,229
New +$618K 0.34% 83
2023
Q1 		– Sell
-12,339
Closed -$623K – 82
2022
Q4 		$622K Buy
12,339
+294
+2% +$14.8K 0.36% 84
2022
Q3 		$608K Hold
12,045
– – 0.36% 78
2022
Q2 		$607K Buy
12,045
+2,890
+32% +$146K 0.33% 86
2022
Q1 		$461K Buy
9,155
+1,955
+27% +$98.3K 0.22% 103
2021
Q4 		$362K Buy
7,200
+915
+15% +$46K 0.16% 113
2021
Q3 		$316K Buy
+6,285
New +$316K 0.16% 115

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Bigelow Investment Advisors's TFLO Position: Q3 2026 in Review

Bigelow Investment Advisors increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 5% in Q3 2026, buying an estimated $16.4K and bringing the position to 6,880 shares worth $349K. The position accounts for 0.12% of the portfolio, ranked #134.

Bigelow Investment Advisors first reported a position in TFLO in Q3 2021 and has held it in 20 quarters since. The position peaked at $622K in Q4 2022. 64 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

  • Bigelow Investment Advisors held 6,880 shares of iShares Treasury Floating Rate Bond ETF worth $349K as of Q3 2026.
  • Bigelow Investment Advisors bought 325 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $16.4K.
  • iShares Treasury Floating Rate Bond ETF made up 0.12% of Bigelow Investment Advisors's portfolio in Q3 2026, its #134 holding.
  • Bigelow Investment Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Bigelow Investment Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $622K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Bigelow Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.