FFA
TFLO icon

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
Q3 		$19.3M Sell
381,270
-14,457
-4% -$731K 0.14% 126
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

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Farther Finance Advisors's TFLO Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 3.7% in Q3 2026, selling an estimated $731K and leaving 381,270 shares worth $19.3M. The position accounts for 0.14% of the portfolio, ranked #126.

Farther Finance Advisors first reported a position in TFLO in Q4 2022 and has held it in 16 quarters since. The position peaked at $20.1M in Q1 2026. 40 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

  • Farther Finance Advisors held 381,270 shares of iShares Treasury Floating Rate Bond ETF worth $19.3M as of Q3 2026.
  • Farther Finance Advisors sold 14,457 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $731K.
  • iShares Treasury Floating Rate Bond ETF made up 0.14% of Farther Finance Advisors's portfolio in Q3 2026, its #126 holding.
  • Farther Finance Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $20.1M in Q1 2026.
  • 40 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.