Farther Finance Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Farther Finance 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	$20M	Sell	395,727 -3,316	-0.8%	-$168K	0.16%	115
2026 Q1	$20.1M	Buy	399,043 +132,095	+49%	+$6.68M	0.19%	100
2025 Q4	$13.5M	Buy	266,948 +5,817	+2%	+$294K	0.14%	126
2025 Q3	$13.2M	Sell	261,131 -44,918	-15%	-$2.27M	0.2%	92
2025 Q2	$15.5M	Sell	306,049 -4,037	-1%	-$204K	0.31%	60
2025 Q1	$15.7M	Buy	310,086 +54,687	+21%	+$2.77M	0.4%	44
2024 Q4	$12.9M	Buy	255,399 +172,114	+207%	+$8.69M	0.47%	40
2024 Q3	$4.21M	Sell	83,285 -3,799	-4%	-$192K	0.16%	116
2024 Q2	$4.39M	Sell	87,084 -10,424	-11%	-$527K	0.21%	84
2024 Q1	$4.92M	Sell	97,508 -30,008	-24%	-$1.52M	0.3%	66
2023 Q4	$6.44M	Buy	127,516 +32,607	+34%	+$1.65M	0.46%	42
2023 Q3	$4.82M	Buy	94,909 +65,253	+220%	+$3.3M	0.76%	25
2023 Q2	$1.5M	Buy	29,656 +9,727	+49%	+$492K	0.33%	60
2023 Q1	$1.01M	Buy	19,929 +9,784	+96%	+$494K	0.29%	65
2022 Q4	$511K	Buy	+10,145	New	+$512K	0.2%	100

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

Farther Finance Advisors's TFLO Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.83% in Q2 2026, selling an estimated $168K and leaving 395,727 shares worth $20M. The position accounts for 0.16% of the portfolio, ranked #115.

Farther Finance Advisors first reported a position in TFLO in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.1M in Q1 2026. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Farther Finance Advisors held 395,727 shares of iShares Treasury Floating Rate Bond ETF worth $20M as of Q2 2026.
Farther Finance Advisors sold 3,316 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $168K.
iShares Treasury Floating Rate Bond ETF made up 0.16% of Farther Finance Advisors's portfolio in Q2 2026, its #115 holding.
Farther Finance Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $20.1M in Q1 2026.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.