Drive Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Drive Wealth Management’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	$4M	Buy	78,911 +9,252	+13%	+$468K	0.71%	30
2026 Q1	$3.53M	Sell	69,659 -15,555	-18%	-$786K	0.74%	29
2025 Q4	$4.3M	Buy	85,214 +26,711	+46%	+$1.35M	0.84%	24
2025 Q3	$2.96M	Buy	+58,503	New	+$2.96M	0.63%	33
2023 Q4	–	Sell	-6,000	Closed	-$304K	–	324
2023 Q3	$304K	Buy	+6,000	New	+$304K	0.11%	171

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

Drive Wealth Management's TFLO Position: Q2 2026 in Review

Drive Wealth Management increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 13% in Q2 2026, buying an estimated $468K and bringing the position to 78,911 shares worth $4M. The position accounts for 0.71% of the portfolio, ranked #30.

Drive Wealth Management first reported a position in TFLO in Q3 2023 and has held it in 5 quarters since. The position peaked at $4.3M in Q4 2025. 425 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Drive Wealth Management held 78,911 shares of iShares Treasury Floating Rate Bond ETF worth $4M as of Q2 2026.
Drive Wealth Management bought 9,252 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $468K.
iShares Treasury Floating Rate Bond ETF made up 0.71% of Drive Wealth Management's portfolio in Q2 2026, its #30 holding.
Drive Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 5 quarters since.
Drive Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $4.3M in Q4 2025.
425 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.