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

Evergreen Wealth 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 		$527K Sell
10,409
-96
-0.9% -$4.85K 0.32% 48
2026
Q1 		$532K Buy
10,505
+1
+0% +$51 0.41% 40
2025
Q4 		$530K Buy
+10,504
New +$530K 0.45% 37

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

Evergreen Wealth Partners's TFLO Position: Q2 2026 in Review

Evergreen Wealth Partners reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.91% in Q2 2026, selling an estimated $4.85K and leaving 10,409 shares worth $527K. The position accounts for 0.32% of the portfolio, ranked #48.

Evergreen Wealth Partners first reported a position in TFLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $532K in Q1 2026. 425 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Evergreen Wealth Partners held 10,409 shares of iShares Treasury Floating Rate Bond ETF worth $527K as of Q2 2026.
  • Evergreen Wealth Partners sold 96 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $4.85K.
  • iShares Treasury Floating Rate Bond ETF made up 0.32% of Evergreen Wealth Partners's portfolio in Q2 2026, its #48 holding.
  • Evergreen Wealth Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Partners's iShares Treasury Floating Rate Bond ETF position peaked at $532K in Q1 2026.
  • 425 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.