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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Hershey Financial Advisers's TFLO Position: Q1 2026 in Review

Hershey Financial Advisers reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 4.3% in Q1 2026, selling an estimated $169K and leaving 74,870 shares worth $3.79M. The position accounts for 3.27% of the portfolio, ranked #7.

Hershey Financial Advisers first reported a position in TFLO in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.99M in Q4 2024. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Hershey Financial Advisers held 74,870 shares of iShares Treasury Floating Rate Bond ETF worth $3.79M as of Q1 2026.
  • Hershey Financial Advisers sold 3,336 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $169K.
  • iShares Treasury Floating Rate Bond ETF made up 3.27% of Hershey Financial Advisers's portfolio in Q1 2026, its #7 holding.
  • Hershey Financial Advisers first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Hershey Financial Advisers's iShares Treasury Floating Rate Bond ETF position peaked at $3.99M in Q4 2024.
  • 414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.