HWA
TFLO icon

HCR Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

HCR Wealth Advisors’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 		$852K Sell
16,825
-1,300
-7% -$65.7K 0.08% 124
2026
Q1 		$918K Hold
18,125
– – 0.1% 117
2025
Q4 		$915K Sell
18,125
-1,160
-6% -$58.6K 0.09% 116
2025
Q3 		$973K Sell
19,285
-2,300
-11% -$116K 0.1% 110
2025
Q2 		$1.09M Sell
21,585
-12,850
-37% -$650K 0.13% 97
2025
Q1 		$1.74M Sell
34,435
-5,175
-13% -$262K 0.23% 68
2024
Q4 		$2M Sell
39,610
-925
-2% -$46.7K 0.25% 64
2024
Q3 		$2.05M Sell
40,535
-3,625
-8% -$183K 0.27% 61
2024
Q2 		$2.24M Buy
44,160
+9,000
+26% +$455K 0.32% 52
2024
Q1 		$1.78M Sell
35,160
-630
-2% -$31.9K 0.27% 63
2023
Q4 		$1.81M Buy
35,790
+21,885
+157% +$1.11M 0.29% 61
2023
Q3 		$706K Buy
+13,905
New +$704K 0.15% 89

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HCR Wealth Advisors's TFLO Position: Q2 2026 in Review

HCR Wealth Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 7.2% in Q2 2026, selling an estimated $65.7K and leaving 16,825 shares worth $852K. The position accounts for 0.08% of the portfolio, ranked #124.

HCR Wealth Advisors first reported a position in TFLO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.24M in Q2 2024. 104 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • HCR Wealth Advisors held 16,825 shares of iShares Treasury Floating Rate Bond ETF worth $852K as of Q2 2026.
  • HCR Wealth Advisors sold 1,300 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $65.7K.
  • iShares Treasury Floating Rate Bond ETF made up 0.08% of HCR Wealth Advisors's portfolio in Q2 2026, its #124 holding.
  • HCR Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • HCR Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $2.24M in Q2 2024.
  • 104 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.