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IFG Advisory’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

IFG Advisory’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 		$2.03M Buy
40,180
+36,424
+970% +$1.84M 0.07% 289
2026
Q1 		$190K Sell
3,756
-29,745
-89% -$1.5M 0.55% 30
2025
Q4 		$1.69M Sell
33,501
-681
-2% -$34.4K 0.07% 274
2025
Q3 		$1.73M Sell
34,182
-2,603
-7% -$132K 0.08% 254
2025
Q2 		$1.86M Buy
36,785
+8,300
+29% +$420K 0.09% 236
2025
Q1 		$1.44M Sell
28,485
-403
-1% -$20.4K 0.08% 260
2024
Q4 		$1.46M Sell
28,888
-988
-3% -$49.9K 0.08% 247
2024
Q3 		$1.51M Buy
29,876
+5,905
+25% +$298K 0.1% 238
2024
Q2 		$1.21M Buy
23,971
+6,125
+34% +$310K 0.08% 255
2024
Q1 		$905K Buy
17,846
+4,246
+31% +$215K 0.07% 262
2023
Q4 		$686K Buy
13,600
+767
+6% +$38.8K 0.05% 311
2023
Q3 		$651K Buy
+12,833
New +$650K 0.05% 296

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

IFG Advisory's TFLO Position: Q2 2026 in Review

IFG Advisory increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 970% in Q2 2026, buying an estimated $1.84M and bringing the position to 40,180 shares worth $2.03M. The position accounts for 0.07% of the portfolio, ranked #289.

IFG Advisory first reported a position in TFLO in Q3 2023 and has held it in 12 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • IFG Advisory held 40,180 shares of iShares Treasury Floating Rate Bond ETF worth $2.03M as of Q2 2026.
  • IFG Advisory bought 36,424 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $1.84M.
  • iShares Treasury Floating Rate Bond ETF made up 0.07% of IFG Advisory's portfolio in Q2 2026, its #289 holding.
  • IFG Advisory first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.