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

Evolution 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 		$31.7K Hold
626
– – 0.02% 382
2026
Q1 		$31.7K Hold
626
– – 0.02% 349
2025
Q4 		$31.6K Buy
+626
New +$31.6K 0.03% 300

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

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

Evolution Wealth Management held its iShares Treasury Floating Rate Bond ETF (TFLO) position steady in Q2 2026 at 626 shares worth $31.7K. The position accounts for 0.02% of the portfolio, ranked #382.

Evolution Wealth Management first reported a position in TFLO in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Evolution Wealth Management held 626 shares of iShares Treasury Floating Rate Bond ETF worth $31.7K as of Q2 2026.
  • Evolution Wealth Management left its iShares Treasury Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #382 holding.
  • Evolution Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.