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Burling Wealth Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Burling Wealth Partners’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 		$1.45M Sell
28,695
-9,183
-24% -$464K 0.21% 84
2026
Q1 		$1.92M Buy
37,878
+4,180
+12% +$211K 0.31% 75
2025
Q4 		$1.7M Buy
33,698
+16,954
+101% +$856K 0.26% 76
2025
Q3 		$847K Buy
+16,744
New +$846K 0.14% 103

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 $784M AUM 7.7% 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

Burling Wealth Partners's TFLO Position: Q2 2026 in Review

Burling Wealth Partners reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 24% in Q2 2026, selling an estimated $464K and leaving 28,695 shares worth $1.45M. The position accounts for 0.21% of the portfolio, ranked #84.

Burling Wealth Partners first reported a position in TFLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.92M in Q1 2026. 425 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Burling Wealth Partners held 28,695 shares of iShares Treasury Floating Rate Bond ETF worth $1.45M as of Q2 2026.
  • Burling Wealth Partners sold 9,183 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $464K.
  • iShares Treasury Floating Rate Bond ETF made up 0.21% of Burling Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • Burling Wealth Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Burling Wealth Partners's iShares Treasury Floating Rate Bond ETF position peaked at $1.92M in Q1 2026.
  • 425 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.