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

IFP 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 		$18.4M Buy
363,276
+66,964
+23% +$3.39M 0.33% 56
2026
Q1 		$15M Buy
296,312
+77,462
+35% +$3.92M 0.31% 67
2025
Q4 		$11M Buy
218,850
+84,508
+63% +$4.27M 0.25% 79
2025
Q3 		$6.8M Buy
134,342
+133,460
+15,132% +$6.75M 0.18% 121
2025
Q2 		$44.7K Buy
882
+403
+84% +$20.4K ﹤0.01% 2101
2025
Q1 		$24.2K Buy
479
+2
+0.4% +$101 ﹤0.01% 2222
2024
Q4 		$24.1K Sell
477
-393
-45% -$19.8K ﹤0.01% 2164
2024
Q3 		$44K Sell
870
-45
-5% -$2.27K ﹤0.01% 1791
2024
Q2 		$46.4K Sell
915
-15,972
-95% -$808K ﹤0.01% 1713
2024
Q1 		$856K Sell
16,887
-3,790
-18% -$192K 0.04% 448
2023
Q4 		$1.04M Sell
20,677
-300,239
-94% -$15.2M 0.05% 382
2023
Q3 		$16.3M Buy
320,916
+30,064
+10% +$1.52M 0.73% 25
2023
Q2 		$14.7M Buy
290,852
+43,016
+17% +$2.17M 0.62% 29
2023
Q1 		$12.5M Buy
247,836
+247,593
+101,890% +$12.5M 0.54% 31
2022
Q4 		$13K Buy
243
+205
+539% +$10.3K ﹤0.01% 3231
2022
Q3 		$2K Buy
38
+4
+12% +$202 ﹤0.01% 4411
2022
Q2 		$2K Hold
34
– – ﹤0.01% 4190
2022
Q1 		$2K Buy
34
+22
+183% +$1.11K ﹤0.01% 4188
2021
Q4 		$1K Buy
+12
New +$603 ﹤0.01% 3122

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

IFP Advisors's TFLO Position: Q2 2026 in Review

IFP Advisors increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 23% in Q2 2026, buying an estimated $3.39M and bringing the position to 363,276 shares worth $18.4M. The position accounts for 0.33% of the portfolio, ranked #56.

IFP Advisors first reported a position in TFLO in Q4 2021 and has held it in 19 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • IFP Advisors held 363,276 shares of iShares Treasury Floating Rate Bond ETF worth $18.4M as of Q2 2026.
  • IFP Advisors bought 66,964 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $3.39M.
  • iShares Treasury Floating Rate Bond ETF made up 0.33% of IFP Advisors's portfolio in Q2 2026, its #56 holding.
  • IFP Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.