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Hershey Financial Advisers’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Hershey Financial Advisers’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 		– Sell
-74,870
Closed -$3.79M – 106
2026
Q1 		$3.79M Sell
74,870
-3,336
-4% -$169K 3.27% 7
2025
Q4 		$3.95M Buy
+78,206
New +$3.95M 3.34% 6
2024
Q4 		$3.99M Buy
+79,051
New +$3.99M 3.51% 5

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

Hershey Financial Advisers's TFLO Position: Q2 2026 in Review

Hershey Financial Advisers sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026, closing a stake of 74,870 shares — an estimated $3.79M sold.

Hershey Financial Advisers first reported a position in TFLO in Q4 2024 and held it in 3 quarters. The position peaked at $3.99M in Q4 2024. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Hershey Financial Advisers reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 74,870 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $3.79M.
  • Hershey Financial Advisers first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Hershey Financial Advisers's iShares Treasury Floating Rate Bond ETF position peaked at $3.99M in Q4 2024.
  • 422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.