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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
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

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FORM Wealth Advisors's TFLO Position: Q2 2026 in Review

FORM Wealth Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 90% in Q2 2026, selling an estimated $26.5M and leaving 60,645 shares worth $3.07M. The position accounts for 0.34% of the portfolio, ranked #17.

FORM Wealth Advisors first reported a position in TFLO in Q1 2026 and has held it in 2 quarters since. The position peaked at $29.6M in Q1 2026. 117 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • FORM Wealth Advisors held 60,645 shares of iShares Treasury Floating Rate Bond ETF worth $3.07M as of Q2 2026.
  • FORM Wealth Advisors sold 524,832 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $26.5M.
  • iShares Treasury Floating Rate Bond ETF made up 0.34% of FORM Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • FORM Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • FORM Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $29.6M in Q1 2026.
  • 117 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.