Cahill Financial Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Cahill Financial 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	$389K	Sell	7,674 -46	-0.6%	-$2.33K	0.04%	214
2026 Q1	$391K	Sell	7,720 -28	-0.4%	-$1.42K	0.04%	204
2025 Q4	$391K	Sell	7,748 -3,438	-31%	-$174K	0.04%	206
2025 Q3	$566K	Sell	11,186 -2,043	-15%	-$103K	0.06%	165
2025 Q2	$670K	Sell	13,229 -2,909	-18%	-$147K	0.08%	142
2025 Q1	$818K	Sell	16,138 -38,379	-70%	-$1.94M	0.11%	131
2024 Q4	$2.75M	Sell	54,517 -6,707	-11%	-$339K	0.37%	46
2024 Q3	$3.1M	Sell	61,224 -12,961	-17%	-$655K	0.42%	41
2024 Q2	$3.76M	Buy	74,185 +10,489	+16%	+$531K	0.51%	38
2024 Q1	$3.23M	Sell	63,696 -29,598	-32%	-$1.5M	0.44%	46
2023 Q4	$4.71M	Buy	93,294 +38,133	+69%	+$1.93M	0.7%	32
2023 Q3	$2.8M	Buy	+55,161	New	+$2.79M	0.46%	43

Other funds holding TFLO

LPL Financial San Diego, California $445B AUM 25.58% 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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stash Investments New York $310M AUM 13.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cahill Financial Advisors's TFLO Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.6% in Q2 2026, selling an estimated $2.33K and leaving 7,674 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #214.

Cahill Financial Advisors first reported a position in TFLO in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.71M in Q4 2023. 307 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Cahill Financial Advisors held 7,674 shares of iShares Treasury Floating Rate Bond ETF worth $389K as of Q2 2026.
Cahill Financial Advisors sold 46 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $2.33K.
iShares Treasury Floating Rate Bond ETF made up 0.04% of Cahill Financial Advisors's portfolio in Q2 2026, its #214 holding.
Cahill Financial Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Cahill Financial Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $4.71M in Q4 2023.
307 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.