Founders Financial Alliance’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Founders Financial Alliance’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	-2,193	Closed	-$111K	–	820
2026 Q1	$111K	Buy	2,193 +70	+3%	+$3.54K	0.02%	446
2025 Q4	$107K	Buy	2,123 +1	+0%	+$50	0.02%	388
2025 Q3	$107K	Hold	2,122	–	–	0.02%	432
2025 Q2	$107K	Buy	2,122 +1	+0%	+$51	0.02%	346
2025 Q1	$107K	Hold	2,121	–	–	0.03%	380
2024 Q4	$107K	Buy	2,121 +1	+0%	+$51	0.03%	319
2024 Q3	$107K	Sell	2,120 -272	-11%	-$13.7K	0.03%	325
2024 Q2	$121K	Hold	2,392	–	–	0.04%	308
2024 Q1	$121K	Buy	+2,392	New	+$121K	0.04%	310

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

Founders Financial Alliance's TFLO Position: Q2 2026 in Review

Founders Financial Alliance sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026, closing a stake of 2,193 shares — an estimated $111K sold.

Founders Financial Alliance first reported a position in TFLO in Q1 2024 and held it in 9 quarters. The position peaked at $121K in Q1 2024. 425 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Founders Financial Alliance reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
Founders Financial Alliance sold 2,193 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $111K.
Founders Financial Alliance first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2024 and held it in 9 quarters.
Founders Financial Alliance's iShares Treasury Floating Rate Bond ETF position peaked at $121K in Q1 2024.
425 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.