BFC Planning, Inc.’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

BFC Planning, Inc.’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	$4.08M	Sell	80,664 -2,314	-3%	-$117K	0.17%	134
2026 Q1	$4.2M	Sell	82,978 -3,378	-4%	-$171K	0.19%	106
2025 Q4	$4.36M	Buy	86,356 +84,304	+4,108%	+$4.26M	0.19%	103
2025 Q3	$104K	Buy	2,052 +1	+0%	+$51	0.01%	912
2025 Q2	$104K	Sell	2,051 -218	-10%	-$11K	0.01%	870
2025 Q1	$115K	Buy	2,269 +198	+10%	+$10K	0.01%	814
2024 Q4	$105K	Buy	+2,071	New	+$105K	0.01%	852

Other funds holding TFLO

LPL Financial San Diego, California $468B AUM 17.69% 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

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

BFC Planning, Inc.'s TFLO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 2.8% in Q2 2026, selling an estimated $117K and leaving 80,664 shares worth $4.08M. The position accounts for 0.17% of the portfolio, ranked #134.

BFC Planning, Inc. first reported a position in TFLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.36M in Q4 2025. 428 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

BFC Planning, Inc. held 80,664 shares of iShares Treasury Floating Rate Bond ETF worth $4.08M as of Q2 2026.
BFC Planning, Inc. sold 2,314 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $117K.
iShares Treasury Floating Rate Bond ETF made up 0.17% of BFC Planning, Inc.'s portfolio in Q2 2026, its #134 holding.
BFC Planning, Inc. first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Treasury Floating Rate Bond ETF position peaked at $4.36M in Q4 2025.
428 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.