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Essential Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Essential Partners’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 		$152 Hold
3
– – ﹤0.01% 2690
2026
Q1 		$152 Hold
3
– – ﹤0.01% 2657
2025
Q4 		$151 Hold
3
– – ﹤0.01% 2487
2025
Q3 		$152 Hold
3
– – ﹤0.01% 2439
2025
Q2 		$152 Buy
+3
New +$152 ﹤0.01% 2007

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

Essential Partners's TFLO Position: Q2 2026 in Review

Essential Partners held its iShares Treasury Floating Rate Bond ETF (TFLO) position steady in Q2 2026 at 3 shares worth $152. The position accounts for ﹤0.01% of the portfolio, ranked #2690.

Essential Partners first reported a position in TFLO in Q2 2025 and has held it in 5 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Essential Partners held 3 shares of iShares Treasury Floating Rate Bond ETF worth $152 as of Q2 2026.
  • Essential Partners left its iShares Treasury Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2690 holding.
  • Essential Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.