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Broussard Financial Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Broussard Financial Group’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 		$1.85M Buy
+36,517
New +$1.85M 1.48% 17
2026
Q1 		– Sell
-22,137
Closed -$1.12M – 36
2025
Q4 		$1.12M Buy
+22,137
New +$1.12M 0.91% 17

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

Broussard Financial Group's TFLO Position: Q2 2026 in Review

Broussard Financial Group opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 36,517 shares worth $1.85M. The stake represents 1.48% of the portfolio and ranks #17 among its holdings. This is a return to the name: Broussard Financial Group previously reported a position in TFLO as recently as Q4 2025.

Broussard Financial Group first reported a position in TFLO in Q4 2025 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Broussard Financial Group held 36,517 shares of iShares Treasury Floating Rate Bond ETF worth $1.85M as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Broussard Financial Group position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up 1.48% of Broussard Financial Group's portfolio in Q2 2026, its #17 holding.
  • Broussard Financial Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 420 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Broussard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.