Brooklyn FI’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Brooklyn FI’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	$28.5M	Buy	+564,404	New	+$28.5M	4.36%	5

Other funds holding TFLO

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Stash Investments New York $342M AUM 7.51% 1-Year Est. Return

Walker Financial Services Bowling Green, Kentucky $341M AUM 5.38% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Brooklyn FI's TFLO Position: Q3 2026 in Review

Brooklyn FI opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2026: 564,404 shares worth $28.5M. The stake represents 4.36% of the portfolio and ranks #5 among its holdings.

235 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

Brooklyn FI held 564,404 shares of iShares Treasury Floating Rate Bond ETF worth $28.5M as of Q3 2026.
iShares Treasury Floating Rate Bond ETF was a new Brooklyn FI position in Q3 2026.
iShares Treasury Floating Rate Bond ETF made up 4.36% of Brooklyn FI's portfolio in Q3 2026, its #5 holding.
235 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Brooklyn FI's 13F filing for Q3 2026, filed 5 Nov 2026.