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Continuum Advisory’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Continuum Advisory’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 		$14.8K Buy
+292
New +$14.8K ﹤0.01% 1139
2025
Q2 		– Sell
-441
Closed -$22.3K – 1450
2025
Q1 		$22.3K Buy
441
+183
+71% +$9.26K ﹤0.01% 833
2024
Q4 		$13K Sell
258
-31
-11% -$1.57K ﹤0.01% 936
2024
Q3 		$14.6K Buy
289
+130
+82% +$6.57K ﹤0.01% 907
2024
Q2 		$8.04K Sell
159
-224
-58% -$11.3K ﹤0.01% 1000
2024
Q1 		$19.4K Buy
+383
New +$19.4K ﹤0.01% 786

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

Continuum Advisory's TFLO Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 292 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #1139 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in TFLO as recently as Q1 2025.

Continuum Advisory first reported a position in TFLO in Q1 2024 and has held it in 6 quarters since. The position peaked at $22.3K in Q1 2025. 424 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Continuum Advisory held 292 shares of iShares Treasury Floating Rate Bond ETF worth $14.8K as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Continuum Advisory position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1139 holding.
  • Continuum Advisory first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's iShares Treasury Floating Rate Bond ETF position peaked at $22.3K in Q1 2025.
  • 424 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.