Cambridge Investment Research Advisors
TFLO icon

Cambridge Investment Research Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Cambridge Investment Research 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 		$41.3M Sell
815,301
-40,998
-5% -$2.07M 0.09% 216
2026
Q1 		$43.4M Sell
856,299
-59,488
-6% -$3.01M 0.11% 175
2025
Q4 		$46.2M Sell
915,787
-102,274
-10% -$5.16M 0.12% 156
2025
Q3 		$51.5M Sell
1,018,061
-107,765
-10% -$5.45M 0.14% 128
2025
Q2 		$57M Sell
1,125,826
-96,219
-8% -$4.87M 0.17% 106
2025
Q1 		$61.9M Buy
1,222,045
+4,931
+0.4% +$249K 0.21% 89
2024
Q4 		$61.4M Sell
1,217,114
-719
-0.1% -$36.3K 0.21% 87
2024
Q3 		$61.6M Sell
1,217,833
-223,009
-15% -$11.3M 0.21% 84
2024
Q2 		$73M Buy
1,440,842
+103,014
+8% +$5.21M 0.27% 64
2024
Q1 		$67.8M Sell
1,337,828
-186,629
-12% -$9.44M 0.26% 67
2023
Q4 		$76.9M Sell
1,524,457
-199,934
-12% -$10.1M 0.33% 49
2023
Q3 		$87.5M Buy
1,724,391
+429,871
+33% +$21.8M 0.41% 42
2023
Q2 		$65.6M Sell
1,294,520
-64,888
-5% -$3.28M 0.3% 53
2023
Q1 		$68.8M Buy
1,359,408
+277,557
+26% +$14M 0.34% 50
2022
Q4 		$54.5M Buy
1,081,851
+338,325
+46% +$17.1M 0.28% 66
2022
Q3 		$37.5M Buy
743,526
+238,720
+47% +$12M 0.21% 87
2022
Q2 		$25.4M Buy
504,806
+454,787
+909% +$22.9M 0.14% 152
2022
Q1 		$2.52M Buy
50,019
+41,044
+457% +$2.06M 0.01% 1008
2021
Q4 		$451K Hold
8,975
– – ﹤0.01% 2190
2021
Q3 		$451K Sell
8,975
-1,326
-13% -$66.7K ﹤0.01% 2120
2021
Q2 		$518K Sell
10,301
-16,143
-61% -$812K ﹤0.01% 2028
2021
Q1 		$1.33M Buy
26,444
+14,876
+129% +$748K 0.01% 1244
2020
Q4 		$582K Sell
11,568
-230
-2% -$11.6K ﹤0.01% 1673
2020
Q3 		$593K Sell
11,798
-34,488
-75% -$1.73M ﹤0.01% 1500
2020
Q2 		$2.33M Sell
46,286
-359,461
-89% -$18.1M 0.02% 705
2020
Q1 		$20.4M Buy
405,747
+389,233
+2,357% +$19.6M 0.2% 109
2019
Q4 		$830K Sell
16,514
-45,627
-73% -$2.29M 0.01% 1264
2019
Q3 		$3.12M Sell
62,141
-84,661
-58% -$4.25M 0.03% 583
2019
Q2 		$7.39M Buy
146,802
+129,967
+772% +$6.54M 0.07% 278
2019
Q1 		$848K Sell
16,835
-132,040
-89% -$6.64M 0.01% 1125
2018
Q4 		$7.48M Buy
148,875
+55,292
+59% +$2.78M 0.08% 232
2018
Q3 		$4.71M Buy
+93,583
New +$4.71M 0.05% 389
2018
Q2 		– Sell
-10,417
Closed -$524K – 2254
2018
Q1 		$524K Buy
+10,417
New +$523K 0.01% 1327

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

Cambridge Investment Research Advisors's TFLO Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 4.8% in Q2 2026, selling an estimated $2.07M and leaving 815,301 shares worth $41.3M. The position accounts for 0.09% of the portfolio, ranked #216.

Cambridge Investment Research Advisors first reported a position in TFLO in Q1 2018 and has held it in 33 quarters since. The position peaked at $87.5M in Q3 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Cambridge Investment Research Advisors held 815,301 shares of iShares Treasury Floating Rate Bond ETF worth $41.3M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 40,998 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $2.07M.
  • iShares Treasury Floating Rate Bond ETF made up 0.09% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #216 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Cambridge Investment Research Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $87.5M in Q3 2023.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.