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

Diversify Advisory Services’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	$551K	Buy	+10,877	New	+$550K	0.01%	830
2026 Q1	–	Sell	-9,536	Closed	-$482K	–	793
2025 Q4	$482K	Sell	9,536 -870	-8%	-$43.9K	0.02%	609
2025 Q3	$525K	Sell	10,406 -887	-8%	-$44.8K	0.02%	549
2025 Q2	$571K	Sell	11,293 -1,378	-11%	-$69.7K	0.02%	489
2025 Q1	$642K	Sell	12,671 -1,769	-12%	-$89.5K	0.04%	301
2024 Q4	$730K	Sell	14,440 -1,737	-11%	-$87.7K	0.04%	289
2024 Q3	$818K	Sell	16,177 -5,608	-26%	-$283K	0.04%	287
2024 Q2	$1.1M	Sell	21,785 -21,294	-49%	-$1.08M	0.06%	230
2024 Q1	$2.17M	Buy	+43,079	New	+$2.18M	0.13%	151

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

Diversify Advisory Services's TFLO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 10,877 shares worth $551K. The stake represents 0.01% of the portfolio and ranks #830 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in TFLO as recently as Q4 2025.

Diversify Advisory Services first reported a position in TFLO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.17M in Q1 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Diversify Advisory Services held 10,877 shares of iShares Treasury Floating Rate Bond ETF worth $551K as of Q2 2026.
iShares Treasury Floating Rate Bond ETF was a new Diversify Advisory Services position in Q2 2026.
iShares Treasury Floating Rate Bond ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #830 holding.
Diversify Advisory Services first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's iShares Treasury Floating Rate Bond ETF position peaked at $2.17M in Q1 2024.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.