HighTower Advisors
TFLO icon

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

HighTower 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 		$14.5M Sell
286,230
-130,432
-31% -$6.59M 0.01% 775
2026
Q1 		$21.1M Sell
416,662
-173,188
-29% -$8.76M 0.02% 598
2025
Q4 		$29.8M Buy
589,850
+219,382
+59% +$11.1M 0.03% 489
2025
Q3 		$18.7M Buy
370,468
+91,381
+33% +$4.62M 0.02% 610
2025
Q2 		$14.1M Sell
279,087
-23,393
-8% -$1.18M 0.02% 669
2025
Q1 		$15.3M Buy
302,480
+27,316
+10% +$1.38M 0.02% 623
2024
Q4 		$13.9M Buy
275,164
+3,299
+1% +$167K 0.02% 630
2024
Q3 		$13.8M Sell
271,865
-241,892
-47% -$12.2M 0.02% 631
2024
Q2 		$26M Sell
513,757
-30,837
-6% -$1.56M 0.04% 426
2024
Q1 		$27.6M Buy
544,594
+49,601
+10% +$2.51M 0.04% 398
2023
Q4 		$25M Buy
494,993
+75,846
+18% +$3.84M 0.04% 415
2023
Q3 		$21.3M Buy
419,147
+385,823
+1,158% +$19.5M 0.04% 422
2023
Q2 		$1.69M Sell
33,324
-941
-3% -$47.6K ﹤0.01% 1449
2023
Q1 		$1.73M Sell
34,265
-1,737
-5% -$87.7K ﹤0.01% 1366
2022
Q4 		$1.82M Buy
36,002
+22,662
+170% +$1.14M ﹤0.01% 1338
2022
Q3 		$675K Buy
+13,340
New +$673K ﹤0.01% 1839

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

HighTower Advisors's TFLO Position: Q2 2026 in Review

HighTower Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 31% in Q2 2026, selling an estimated $6.59M and leaving 286,230 shares worth $14.5M. The position accounts for 0.01% of the portfolio, ranked #775.

HighTower Advisors first reported a position in TFLO in Q3 2022 and has held it in 16 quarters since. The position peaked at $29.8M in Q4 2025. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • HighTower Advisors held 286,230 shares of iShares Treasury Floating Rate Bond ETF worth $14.5M as of Q2 2026.
  • HighTower Advisors sold 130,432 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $6.59M.
  • iShares Treasury Floating Rate Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #775 holding.
  • HighTower Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • HighTower Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $29.8M in Q4 2025.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.