Boston Family Office’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Boston Family Office’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	$2.09M	Sell	41,258 -687	-2%	-$34.7K	0.13%	125
2026 Q1	$2.12M	Sell	41,945 -3,135	-7%	-$158K	0.14%	117
2025 Q4	$2.27M	Sell	45,080 -229	-0.5%	-$11.6K	0.14%	113
2025 Q3	$2.29M	Buy	45,309 +7,014	+18%	+$355K	0.15%	110
2025 Q2	$1.94M	Buy	38,295 +789	+2%	+$39.9K	0.13%	121
2025 Q1	$1.9M	Sell	37,506 -3,741	-9%	-$189K	0.13%	115
2024 Q4	$2.08M	Buy	41,247 +13,244	+47%	+$669K	0.14%	110
2024 Q3	$1.42M	Sell	28,003 -3,552	-11%	-$180K	0.1%	134
2024 Q2	$1.6M	Sell	31,555 -840	-3%	-$42.5K	0.12%	120
2024 Q1	$1.64M	Sell	32,395 -6,132	-16%	-$310K	0.12%	121
2023 Q4	$1.94M	Sell	38,527 -16,080	-29%	-$813K	0.15%	116
2023 Q3	$2.77M	Sell	54,607 -3,004	-5%	-$152K	0.23%	84
2023 Q2	$2.92M	Buy	57,611 +1,473	+3%	+$74.4K	0.22%	87
2023 Q1	$2.84M	Buy	56,138 +11,052	+25%	+$558K	0.23%	85
2022 Q4	$2.27M	Sell	45,086 -3,354	-7%	-$169K	0.19%	100
2022 Q3	$2.45M	Buy	+48,440	New	+$2.44M	0.22%	88

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

Boston Family Office's TFLO Position: Q2 2026 in Review

Boston Family Office reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 1.6% in Q2 2026, selling an estimated $34.7K and leaving 41,258 shares worth $2.09M. The position accounts for 0.13% of the portfolio, ranked #125.

Boston Family Office first reported a position in TFLO in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.92M in Q2 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Boston Family Office held 41,258 shares of iShares Treasury Floating Rate Bond ETF worth $2.09M as of Q2 2026.
Boston Family Office sold 687 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $34.7K.
iShares Treasury Floating Rate Bond ETF made up 0.13% of Boston Family Office's portfolio in Q2 2026, its #125 holding.
Boston Family Office first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2022 and has held it in 16 quarters since.
Boston Family Office's iShares Treasury Floating Rate Bond ETF position peaked at $2.92M in Q2 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.