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Heck Capital Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Heck Capital 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 		$2.68M Buy
52,993
+4,065
+8% +$206K 0.16% 81
2026
Q1 		$2.48M Sell
48,928
-2,970
-6% -$150K 0.18% 76
2025
Q4 		$2.62M Sell
51,898
-2,238
-4% -$113K 0.2% 69
2025
Q3 		$2.74M Sell
54,136
-32,672
-38% -$1.65M 0.21% 68
2025
Q2 		$4.4M Sell
86,808
-124,104
-59% -$6.27M 0.38% 51
2025
Q1 		$10.7M Buy
210,912
+40,198
+24% +$2.03M 1.2% 23
2024
Q4 		$8.62M Buy
170,714
+29,732
+21% +$1.5M 0.99% 25
2024
Q3 		$7.13M Buy
140,982
+10,220
+8% +$517K 0.82% 34
2024
Q2 		$6.62M Buy
130,762
+5,087
+4% +$257K 0.82% 39
2024
Q1 		$6.37M Buy
125,675
+57,330
+84% +$2.9M 0.97% 34
2023
Q4 		$3.45M Sell
68,345
-192,432
-74% -$9.73M 0.56% 43
2023
Q3 		$13.2M Sell
260,777
-6,392
-2% -$324K 2.45% 7
2023
Q2 		$13.5M Buy
267,169
+57,841
+28% +$2.92M 2.33% 10
2023
Q1 		$10.6M Buy
209,328
+77,592
+59% +$3.92M 2.03% 14
2022
Q4 		$6.64M Buy
131,736
+86,598
+192% +$4.37M 1.29% 26
2022
Q3 		$2.28M Buy
+45,138
New +$2.28M 0.47% 46

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
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
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Heck Capital Advisors's TFLO Position: Q2 2026 in Review

Heck Capital Advisors increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 8.3% in Q2 2026, buying an estimated $206K and bringing the position to 52,993 shares worth $2.68M. The position accounts for 0.16% of the portfolio, ranked #81.

Heck Capital Advisors first reported a position in TFLO in Q3 2022 and has held it in 16 quarters since. The position peaked at $13.5M in Q2 2023. 81 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Heck Capital Advisors held 52,993 shares of iShares Treasury Floating Rate Bond ETF worth $2.68M as of Q2 2026.
  • Heck Capital Advisors bought 4,065 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $206K.
  • iShares Treasury Floating Rate Bond ETF made up 0.16% of Heck Capital Advisors's portfolio in Q2 2026, its #81 holding.
  • Heck Capital Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Heck Capital Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $13.5M in Q2 2023.
  • 81 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.