Guardian Wealth Advisors (North Carolina)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$366K	Sell	7,239 -617	-8%	-$31.2K	0.02%	287
2026 Q1	$398K	Sell	7,856 -502	-6%	-$25.4K	0.03%	246
2025 Q4	$422K	Sell	8,358 -509	-6%	-$25.7K	0.03%	242
2025 Q3	$449K	Sell	8,867 -256	-3%	-$12.9K	0.03%	227
2025 Q2	$462K	Sell	9,123 -261	-3%	-$13.2K	0.03%	206
2025 Q1	$475K	Sell	9,384 -964	-9%	-$48.8K	0.04%	193
2024 Q4	$522K	Buy	10,348 +309	+3%	+$15.6K	0.04%	185
2024 Q3	$508K	Buy	10,039 +45	+0.5%	+$2.27K	0.05%	163
2024 Q2	$506K	Sell	9,994 -198	-2%	-$10K	0.06%	153
2024 Q1	$517K	Sell	10,192 -6,752	-40%	-$342K	0.06%	147
2023 Q4	$855K	Buy	16,944 +10,569	+166%	+$535K	0.13%	97
2023 Q3	$323K	Hold	6,375	–	–	0.06%	178
2023 Q2	$323K	Sell	6,375 -8,625	-58%	-$436K	0.06%	165
2023 Q1	$759K	Buy	15,000 +702	+5%	+$35.4K	0.13%	89
2022 Q4	$721K	Buy	+14,298	New	+$721K	0.14%	88

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

Guardian Wealth Advisors (North Carolina)'s TFLO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 7.9% in Q2 2026, selling an estimated $31.2K and leaving 7,239 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #287.

Guardian Wealth Advisors (North Carolina) first reported a position in TFLO in Q4 2022 and has held it in 15 quarters since. The position peaked at $855K in Q4 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 7,239 shares of iShares Treasury Floating Rate Bond ETF worth $366K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 617 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $31.2K.
iShares Treasury Floating Rate Bond ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #287 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares Treasury Floating Rate Bond ETF position peaked at $855K in Q4 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.