FORM Wealth Advisors
TFLO icon

FORM Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

FORM Wealth 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 		$2.44M Sell
48,198
-12,447
-21% -$630K 0.27% 18
2026
Q2 		$3.07M Sell
60,645
-524,832
-90% -$26.5M 0.34% 17
2026
Q1 		$29.6M Buy
+585,477
New +$29.6M 3.47% 9

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Stash Investments
Stash Investments New York $342M AUM 7.51% 1-Year Est. Return
Walker Financial Services
Walker Financial Services Bowling Green, Kentucky $341M AUM 5.38% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

FORM Wealth Advisors's TFLO Position: Q3 2026 in Review

FORM Wealth Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 21% in Q3 2026, selling an estimated $630K and leaving 48,198 shares worth $2.44M. The position accounts for 0.27% of the portfolio, ranked #18.

FORM Wealth Advisors first reported a position in TFLO in Q1 2026 and has held it in 3 quarters since. The position peaked at $29.6M in Q1 2026. 273 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

  • FORM Wealth Advisors held 48,198 shares of iShares Treasury Floating Rate Bond ETF worth $2.44M as of Q3 2026.
  • FORM Wealth Advisors sold 12,447 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $630K.
  • iShares Treasury Floating Rate Bond ETF made up 0.27% of FORM Wealth Advisors's portfolio in Q3 2026, its #18 holding.
  • FORM Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • FORM Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $29.6M in Q1 2026.
  • 273 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.