GRP
TFLO icon

Global Retirement Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Global Retirement Partners’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 		$17.9M Buy
+354,341
New +$17.9M 0.27% 72
2025
Q4 		$15.3M Sell
303,285
-42,949
-12% -$2.17M 0.27% 69
2025
Q3 		$17.5M Sell
346,234
-65,235
-16% -$3.3M 0.39% 50
2025
Q2 		$20.8M Buy
+411,469
New +$20.8M 0.52% 39
2024
Q4 		$12M Sell
237,470
-3,718
-2% -$188K 0.34% 63
2024
Q3 		$12.2M Buy
241,188
+33,787
+16% +$1.71M 0.37% 53
2024
Q2 		$10.5M Buy
207,401
+115,374
+125% +$5.84M 0.33% 64
2024
Q1 		$4.66M Sell
92,027
-14,352
-13% -$726K 0.17% 125
2023
Q4 		$5.38M Buy
106,379
+49,349
+87% +$2.5M 0.23% 94
2023
Q3 		$2.88M Buy
57,030
+36,424
+177% +$1.84M 0.15% 143
2023
Q2 		$1.04M Buy
20,606
+5,804
+39% +$293K 0.05% 310
2023
Q1 		$747K Sell
14,802
-41,417
-74% -$2.09M 0.04% 359
2022
Q4 		$2.83M Buy
56,219
+3,748
+7% +$189K 0.19% 120
2022
Q3 		$2.65M Buy
52,471
+867
+2% +$43.7K 0.2% 115
2022
Q2 		$2.6M Buy
51,604
+1,903
+4% +$95.9K 0.21% 111
2022
Q1 		$2.5M Buy
+49,701
New +$2.5M 0.2% 116
2018
Q4 		– Sell
-1,638
Closed -$82K – 1558
2018
Q3 		$82K Hold
1,638
– – 0.02% 447
2018
Q2 		$82K Buy
+1,638
New +$82.3K 0.02% 424

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Raymond James Financial
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

Global Retirement Partners's TFLO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 354,341 shares worth $17.9M. The stake represents 0.27% of the portfolio and ranks #72 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TFLO as recently as Q4 2025.

Global Retirement Partners first reported a position in TFLO in Q2 2018 and has held it in 18 quarters since. The position peaked at $20.8M in Q2 2025. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Global Retirement Partners held 354,341 shares of iShares Treasury Floating Rate Bond ETF worth $17.9M as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up 0.27% of Global Retirement Partners's portfolio in Q2 2026, its #72 holding.
  • Global Retirement Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2018 and has held it in 18 quarters since.
  • Global Retirement Partners's iShares Treasury Floating Rate Bond ETF position peaked at $20.8M in Q2 2025.
  • 422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.