HUB Investment Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

HUB Investment Partners’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	$1.54M	Buy	30,404 +17,669	+139%	+$893K	0.03%	347
2026 Q1	$645K	Sell	12,735 -3,876	-23%	-$196K	0.02%	467
2025 Q4	$838K	Buy	+16,611	New	+$839K	0.02%	347
2025 Q2	–	Sell	-4,449	Closed	-$225K	–	759
2025 Q1	$225K	Sell	4,449 -3,857	-46%	-$195K	0.01%	523
2024 Q4	$419K	Buy	8,306 +902	+12%	+$45.6K	0.02%	336
2024 Q3	$375K	Buy	+7,404	New	+$374K	0.02%	342
2024 Q2	–	Sell	-13,496	Closed	-$684K	–	540
2024 Q1	$684K	Buy	+13,496	New	+$683K	0.04%	228

Other funds holding TFLO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

HUB Investment Partners's TFLO Position: Q2 2026 in Review

HUB Investment Partners increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 139% in Q2 2026, buying an estimated $893K and bringing the position to 30,404 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #347.

HUB Investment Partners first reported a position in TFLO in Q1 2024 and has held it in 7 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

HUB Investment Partners held 30,404 shares of iShares Treasury Floating Rate Bond ETF worth $1.54M as of Q2 2026.
HUB Investment Partners bought 17,669 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $893K.
iShares Treasury Floating Rate Bond ETF made up 0.03% of HUB Investment Partners's portfolio in Q2 2026, its #347 holding.
HUB Investment Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2024 and has held it in 7 quarters since.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.