Fiduciary Financial Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Fiduciary Financial Group’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	$245K	Buy	4,834 +28	+0.6%	+$1.42K	0.03%	336
2026 Q1	$243K	Sell	4,806 -688	-13%	-$34.8K	0.03%	312
2025 Q4	$277K	Buy	5,494 +1,066	+24%	+$53.8K	0.04%	268
2025 Q3	$224K	Buy	4,428 +31	+0.7%	+$1.57K	0.04%	294
2025 Q2	$222K	Buy	+4,397	New	+$222K	0.04%	281

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

Fiduciary Financial Group's TFLO Position: Q2 2026 in Review

Fiduciary Financial Group increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.58% in Q2 2026, buying an estimated $1.42K and bringing the position to 4,834 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #336.

Fiduciary Financial Group first reported a position in TFLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $277K in Q4 2025. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Fiduciary Financial Group held 4,834 shares of iShares Treasury Floating Rate Bond ETF worth $245K as of Q2 2026.
Fiduciary Financial Group bought 28 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $1.42K.
iShares Treasury Floating Rate Bond ETF made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #336 holding.
Fiduciary Financial Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Fiduciary Financial Group's iShares Treasury Floating Rate Bond ETF position peaked at $277K in Q4 2025.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.