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

Friedenthal Financial’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	$95.1K	Sell	1,879 -83,863	-98%	-$4.24M	0.04%	130
2026 Q1	$4.34M	Buy	85,742 +84,870	+9,733%	+$4.29M	2.18%	14
2025 Q4	$44K	Sell	872 -328	-27%	-$16.6K	0.02%	154
2025 Q3	$60.7K	Buy	1,200 +42	+4%	+$2.12K	0.03%	145
2025 Q2	$58.7K	Sell	1,158 -201	-15%	-$10.2K	0.03%	143
2025 Q1	$68.8K	Sell	1,359 -47	-3%	-$2.38K	0.04%	136
2024 Q4	$71K	Sell	1,406 -1,358	-49%	-$68.6K	0.04%	129
2024 Q3	$140K	Sell	2,764 -28	-1%	-$1.42K	0.08%	116
2024 Q2	$141K	Sell	2,792 -2,000	-42%	-$101K	0.09%	111
2024 Q1	$243K	Buy	4,792 +530	+12%	+$26.8K	0.15%	101
2023 Q4	$215K	Buy	+4,262	New	+$216K	0.14%	99

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

Friedenthal Financial's TFLO Position: Q2 2026 in Review

Friedenthal Financial reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 98% in Q2 2026, selling an estimated $4.24M and leaving 1,879 shares worth $95.1K. The position accounts for 0.04% of the portfolio, ranked #130.

Friedenthal Financial first reported a position in TFLO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.34M in Q1 2026. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Friedenthal Financial held 1,879 shares of iShares Treasury Floating Rate Bond ETF worth $95.1K as of Q2 2026.
Friedenthal Financial sold 83,863 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $4.24M.
iShares Treasury Floating Rate Bond ETF made up 0.04% of Friedenthal Financial's portfolio in Q2 2026, its #130 holding.
Friedenthal Financial first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Friedenthal Financial's iShares Treasury Floating Rate Bond ETF position peaked at $4.34M in Q1 2026.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.