EverSource Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

EverSource Wealth Advisors’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	$18.6K	Buy	367 +320	+681%	+$16.2K	﹤0.01%	2486
2026 Q1	$2.38K	Hold	47	–	–	﹤0.01%	3584
2025 Q4	$2.37K	Hold	47	–	–	﹤0.01%	3440
2025 Q3	$2.38K	Hold	47	–	–	﹤0.01%	3463
2025 Q2	$2.38K	Hold	47	–	–	﹤0.01%	3451
2025 Q1	$2.38K	Hold	47	–	–	﹤0.01%	2850
2024 Q4	$2.37K	Buy	+47	New	+$2.37K	﹤0.01%	2650
2024 Q2	–	Sell	-211	Closed	-$10.7K	–	3141
2024 Q1	$10.7K	Sell	211 -3,487	-94%	-$176K	﹤0.01%	1655
2023 Q4	$187K	Sell	3,698 -2,771	-43%	-$140K	0.02%	446
2023 Q3	$328K	Buy	+6,469	New	+$327K	0.03%	290

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

EverSource Wealth Advisors's TFLO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 681% in Q2 2026, buying an estimated $16.2K and bringing the position to 367 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

EverSource Wealth Advisors first reported a position in TFLO in Q3 2023 and has held it in 10 quarters since. The position peaked at $328K in Q3 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

EverSource Wealth Advisors held 367 shares of iShares Treasury Floating Rate Bond ETF worth $18.6K as of Q2 2026.
EverSource Wealth Advisors bought 320 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $16.2K.
iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2486 holding.
EverSource Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 10 quarters since.
EverSource Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $328K in Q3 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.