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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
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

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

Bigelow Investment Advisors's TFLO Position: Q2 2026 in Review

Bigelow Investment Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 2.2% in Q2 2026, selling an estimated $7.58K and leaving 6,555 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #136.

Bigelow Investment Advisors first reported a position in TFLO in Q3 2021 and has held it in 19 quarters since. The position peaked at $622K in Q4 2022. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Bigelow Investment Advisors held 6,555 shares of iShares Treasury Floating Rate Bond ETF worth $332K as of Q2 2026.
  • Bigelow Investment Advisors sold 150 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $7.58K.
  • iShares Treasury Floating Rate Bond ETF made up 0.12% of Bigelow Investment Advisors's portfolio in Q2 2026, its #136 holding.
  • Bigelow Investment Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Bigelow Investment Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $622K in Q4 2022.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.