IFS
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Ifrah Financial Services’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Ifrah Financial Services’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 		$26.1M Sell
515,848
-4,631
-0.9% -$234K 6.9% 1
2025
Q4 		$26.3M Buy
520,479
+9,703
+2% +$490K 6.75% 1
2025
Q3 		$25.8M Buy
510,776
+6,584
+1% +$333K 6.7% 1
2025
Q2 		$25.5M Sell
504,192
-346
-0.1% -$17.5K 6.97% 1
2025
Q1 		$25.6M Buy
504,538
+13,218
+3% +$669K 7.34% 1
2024
Q4 		$24.8M Buy
491,320
+8,651
+2% +$437K 6.85% 1
2024
Q3 		$24.4M Buy
482,669
+14,997
+3% +$758K 6.59% 1
2024
Q2 		$23.7M Buy
467,672
+8,866
+2% +$448K 6.71% 1
2024
Q1 		$23.3M Buy
458,806
+23,452
+5% +$1.19M 6.52% 1
2023
Q4 		$22M Buy
435,354
+676
+0.2% +$34.2K 6.44% 1
2023
Q3 		$22.1M Buy
434,678
+8,242
+2% +$417K 6.87% 1
2023
Q2 		$21.6M Buy
426,436
+6,285
+1% +$318K 6.56% 1
2023
Q1 		$21.3M Buy
420,151
+19,058
+5% +$962K 6.74% 1
2022
Q4 		$20.2M Buy
401,093
+32,107
+9% +$1.62M 6.64% 1
2022
Q3 		$18.6M Buy
368,986
+23,113
+7% +$1.17M 6.4% 1
2022
Q2 		$17.4M Buy
345,873
+198,504
+135% +$10M 5.66% 1
2022
Q1 		$7.42M Buy
147,369
+28,762
+24% +$1.45M 2.08% 12
2021
Q4 		$5.96M Sell
118,607
-16,629
-12% -$836K 1.6% 16
2021
Q3 		$6.8M Buy
135,236
+2,936
+2% +$148K 1.95% 14
2021
Q2 		$6.65M Buy
132,300
+5,502
+4% +$277K 1.9% 14
2021
Q1 		$6.38M Buy
126,798
+21,774
+21% +$1.09M 1.92% 14
2020
Q4 		$5.28M Buy
105,024
+1,569
+2% +$78.9K 1.7% 16
2020
Q3 		$5.2M Buy
103,455
+697
+0.7% +$35.1K 1.87% 13
2020
Q2 		$5.17M Buy
102,758
+4,843
+5% +$244K 1.88% 14
2020
Q1 		$4.93M Buy
97,915
+2,852
+3% +$143K 2.07% 13
2019
Q4 		$4.78M Sell
95,063
-263
-0.3% -$13.2K 1.68% 16
2019
Q3 		$4.79M Buy
95,326
+898
+1% +$45.1K 1.76% 16
2019
Q2 		$4.75M Buy
94,428
+2,170
+2% +$109K 1.76% 13
2019
Q1 		$4.65M Buy
92,258
+208
+0.2% +$10.5K 1.77% 12
2018
Q4 		$4.63M Sell
92,050
-2,512
-3% -$126K 1.95% 11
2018
Q3 		$4.76M Sell
94,562
-72
-0.1% -$3.62K 1.68% 15
2018
Q2 		$4.76M Buy
+94,634
New +$4.76M 1.72% 14

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 $768M AUM 14.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Ifrah Financial Services's TFLO Position: Q1 2026 in Review

Ifrah Financial Services reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.89% in Q1 2026, selling an estimated $234K and leaving 515,848 shares worth $26.1M. The position accounts for 6.9% of the portfolio, ranked #1.

Ifrah Financial Services first reported a position in TFLO in Q2 2018 and has held it in 32 quarters since. The position peaked at $26.3M in Q4 2025. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Ifrah Financial Services held 515,848 shares of iShares Treasury Floating Rate Bond ETF worth $26.1M as of Q1 2026.
  • Ifrah Financial Services sold 4,631 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $234K.
  • iShares Treasury Floating Rate Bond ETF made up 6.9% of Ifrah Financial Services's portfolio in Q1 2026, its #1 holding.
  • Ifrah Financial Services first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2018 and has held it in 32 quarters since.
  • Ifrah Financial Services's iShares Treasury Floating Rate Bond ETF position peaked at $26.3M in Q4 2025.
  • 414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Ifrah Financial Services's 13F filing for Q1 2026, filed 22 Apr 2026.