Focus Financial Network’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Focus Financial Network’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	$1.61M	Sell	31,778 -1,190	-4%	-$60.2K	0.05%	269
2026 Q1	$1.67M	Sell	32,968 -30,461	-48%	-$1.54M	0.06%	243
2025 Q4	$3.2M	Sell	63,429 -3,438	-5%	-$174K	0.11%	146
2025 Q3	$3.38M	Sell	66,867 -2,345	-3%	-$119K	0.12%	138
2025 Q2	$3.51M	Buy	69,212 +7,424	+12%	+$375K	0.14%	131
2025 Q1	$3.13M	Buy	61,788 +1,251	+2%	+$63.3K	0.13%	133
2024 Q4	$3.06M	Buy	60,537 +8,491	+16%	+$429K	0.12%	136
2024 Q3	$2.63M	Buy	52,046 +18,288	+54%	+$924K	0.11%	145
2024 Q2	$1.71M	Sell	33,758 -475	-1%	-$24K	0.07%	196
2024 Q1	$1.73M	Sell	34,233 -60,783	-64%	-$3.08M	0.08%	183
2023 Q4	$4.8M	Buy	95,016 +40,326	+74%	+$2.04M	0.18%	116
2023 Q3	$2.77M	Buy	+54,690	New	+$2.77M	0.16%	121

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

Focus Financial Network's TFLO Position: Q2 2026 in Review

Focus Financial Network reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 3.6% in Q2 2026, selling an estimated $60.2K and leaving 31,778 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #269.

Focus Financial Network first reported a position in TFLO in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.8M in Q4 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Focus Financial Network held 31,778 shares of iShares Treasury Floating Rate Bond ETF worth $1.61M as of Q2 2026.
Focus Financial Network sold 1,190 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $60.2K.
iShares Treasury Floating Rate Bond ETF made up 0.05% of Focus Financial Network's portfolio in Q2 2026, its #269 holding.
Focus Financial Network first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Focus Financial Network's iShares Treasury Floating Rate Bond ETF position peaked at $4.8M in Q4 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.