Darden Wealth Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Darden Wealth Group’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	$1.18M	Sell	23,387 -149	-0.6%	-$7.53K	0.47%	51
2026 Q1	$1.19M	Sell	23,536 -225	-0.9%	-$11.4K	0.61%	38
2025 Q4	$1.2M	Buy	23,761 +326	+1%	+$16.5K	0.58%	44
2025 Q3	$1.19M	Buy	23,435 +60	+0.3%	+$3.03K	0.62%	42
2025 Q2	$1.18M	Sell	23,375 -100	-0.4%	-$5.06K	0.71%	33
2025 Q1	$1.19M	Sell	23,475 -1,200	-5%	-$60.7K	0.92%	31
2024 Q4	$1.25M	Sell	24,675 -405	-2%	-$20.5K	0.84%	28
2024 Q3	$1.27M	Buy	25,080 +4,530	+22%	+$229K	0.91%	26
2024 Q2	$1.04M	Buy	20,550 +682	+3%	+$34.5K	0.63%	34
2024 Q1	$1.01M	Buy	19,868 +3,147	+19%	+$159K	0.79%	35
2023 Q4	$844K	Buy	+16,721	New	+$846K	0.81%	33

Other funds holding TFLO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

Darden Wealth Group's TFLO Position: Q2 2026 in Review

Darden Wealth Group reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.63% in Q2 2026, selling an estimated $7.53K and leaving 23,387 shares worth $1.18M. The position accounts for 0.47% of the portfolio, ranked #51.

Darden Wealth Group first reported a position in TFLO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.27M in Q3 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Darden Wealth Group held 23,387 shares of iShares Treasury Floating Rate Bond ETF worth $1.18M as of Q2 2026.
Darden Wealth Group sold 149 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $7.53K.
iShares Treasury Floating Rate Bond ETF made up 0.47% of Darden Wealth Group's portfolio in Q2 2026, its #51 holding.
Darden Wealth Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Darden Wealth Group's iShares Treasury Floating Rate Bond ETF position peaked at $1.27M in Q3 2024.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.