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Forthright Family Wealth Advisory’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Forthright Family Wealth Advisory’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 		– Sell
-53,281
Closed -$2.7M – 82
2026
Q1 		$2.7M Buy
+53,281
New +$2.69M 1.81% 14
2024
Q3 		– Sell
-47,926
Closed -$2.43M – 74
2024
Q2 		$2.43M Sell
47,926
-5,355
-10% -$271K 1.56% 16
2024
Q1 		$2.7M Sell
53,281
-11,918
-18% -$603K 1.81% 14
2023
Q4 		$3.29M Buy
+65,199
New +$3.3M 2.58% 11

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SI
Stash Investments New York $310M AUM 13.03% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Forthright Family Wealth Advisory's TFLO Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026, closing a stake of 53,281 shares — an estimated $2.7M sold.

Forthright Family Wealth Advisory first reported a position in TFLO in Q4 2023 and held it in 4 quarters. The position peaked at $3.29M in Q4 2023. 199 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Forthright Family Wealth Advisory reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 53,281 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $2.7M.
  • Forthright Family Wealth Advisory first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Forthright Family Wealth Advisory's iShares Treasury Floating Rate Bond ETF position peaked at $3.29M in Q4 2023.
  • 199 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.