Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Cetera Investment Advisers’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 		$50.4M Sell
994,734
-41,172
-4% -$2.08M 0.05% 405
2026
Q1 		$52.4M Sell
1,035,906
-46,680
-4% -$2.36M 0.06% 356
2025
Q4 		$54.6M Sell
1,082,586
-17,236
-2% -$870K 0.06% 309
2025
Q3 		$55.6M Buy
1,099,822
+138,112
+14% +$6.98M 0.06% 285
2025
Q2 		$48.7M Sell
961,710
-305,774
-24% -$15.5M 0.08% 241
2025
Q1 		$64.2M Sell
1,267,484
-439,244
-26% -$22.2M 0.12% 168
2024
Q4 		$86.1M Sell
1,706,728
-328,425
-16% -$16.6M 0.18% 112
2024
Q3 		$103M Sell
2,035,153
-29,952
-1% -$1.51M 0.23% 88
2024
Q2 		$105M Buy
2,065,105
+286,831
+16% +$14.5M 0.24% 83
2024
Q1 		$90.1M Buy
1,778,274
+75,813
+4% +$3.84M 0.21% 96
2023
Q4 		$85.9M Sell
1,702,461
-14,908
-0.9% -$754K 0.7% 21
2023
Q3 		$87.1M Buy
1,717,369
+910,517
+113% +$46.1M 0.75% 20
2023
Q2 		$40.9M Buy
806,852
+19,921
+3% +$1.01M 0.34% 46
2023
Q1 		$39.8M Buy
786,931
+490,154
+165% +$24.7M 0.35% 46
2022
Q4 		$15M Buy
296,777
+260,939
+728% +$13.2M 0.14% 144
2022
Q3 		$1.81M Buy
35,838
+13,089
+58% +$660K 0.04% 488
2022
Q2 		$1.15M Buy
22,749
+7,863
+53% +$396K 0.02% 736
2022
Q1 		$749K Buy
14,886
+7,890
+113% +$397K 0.01% 930
2021
Q4 		$352K Buy
+6,996
New +$352K 0.01% 1399

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

Cetera Investment Advisers's TFLO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 4% in Q2 2026, selling an estimated $2.08M and leaving 994,734 shares worth $50.4M. The position accounts for 0.05% of the portfolio, ranked #405.

Cetera Investment Advisers first reported a position in TFLO in Q4 2021 and has held it in 19 quarters since. The position peaked at $105M in Q2 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Cetera Investment Advisers held 994,734 shares of iShares Treasury Floating Rate Bond ETF worth $50.4M as of Q2 2026.
  • Cetera Investment Advisers sold 41,172 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $2.08M.
  • iShares Treasury Floating Rate Bond ETF made up 0.05% of Cetera Investment Advisers's portfolio in Q2 2026, its #405 holding.
  • Cetera Investment Advisers first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Cetera Investment Advisers's iShares Treasury Floating Rate Bond ETF position peaked at $105M in Q2 2024.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.