CA
TFLO icon

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

Crewe 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 		$2.94K Buy
+58
New +$2.93K ﹤0.01% 960
2025
Q1 		– Sell
-1,091
Closed -$55.1K – 751
2024
Q4 		$55.1K Buy
+1,091
New +$55.1K 0.01% 274

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

Crewe Advisors's TFLO Position: Q2 2026 in Review

Crewe Advisors opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 58 shares worth $2.94K. The stake represents ﹤0.01% of the portfolio and ranks #960 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in TFLO as recently as Q4 2024.

Crewe Advisors first reported a position in TFLO in Q4 2024 and has held it in 2 quarters since. The position peaked at $55.1K in Q4 2024. 425 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Crewe Advisors held 58 shares of iShares Treasury Floating Rate Bond ETF worth $2.94K as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Crewe Advisors position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #960 holding.
  • Crewe Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • Crewe Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $55.1K in Q4 2024.
  • 425 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.