Concurrent Investment Advisors
TFLO icon

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

Concurrent Investment 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
Q3 		$1.15M Buy
+22,633
New +$1.14M 0.01% 1089
2024
Q1 		– Sell
-24,236
Closed -$1.22M – 995
2023
Q4 		$1.22M Buy
+24,236
New +$1.23M 0.06% 300

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Concurrent Investment Advisors's TFLO Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2026: 22,633 shares worth $1.15M. The stake represents 0.01% of the portfolio and ranks #1089 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in TFLO as recently as Q4 2023.

Concurrent Investment Advisors first reported a position in TFLO in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.22M in Q4 2023. 69 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

  • Concurrent Investment Advisors held 22,633 shares of iShares Treasury Floating Rate Bond ETF worth $1.15M as of Q3 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Concurrent Investment Advisors position in Q3 2026.
  • iShares Treasury Floating Rate Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1089 holding.
  • Concurrent Investment Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $1.22M in Q4 2023.
  • 69 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.