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

IFS 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 Q3	$2.7M	Buy	53,211 +1,843	+4%	+$93.2K	0.81%	26
2026 Q2	$2.6M	Sell	51,368 -1,857	-3%	-$93.9K	1.25%	15
2026 Q1	$2.69M	Buy	53,225 +30	+0.1%	+$1.52K	1.39%	15
2025 Q4	$2.68M	Sell	53,195 -3,603	-6%	-$182K	1.39%	15
2025 Q3	$2.87M	Buy	+56,798	New	+$2.87M	1.68%	13

Other funds holding TFLO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Stash Investments New York $342M AUM 7.51% 1-Year Est. Return

Walker Financial Services Bowling Green, Kentucky $341M AUM 5.38% 1-Year Est. Return

IFS Advisors's TFLO Position: Q3 2026 in Review

IFS Advisors increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 3.6% in Q3 2026, buying an estimated $93.2K and bringing the position to 53,211 shares worth $2.7M. The position accounts for 0.81% of the portfolio, ranked #26.

IFS Advisors first reported a position in TFLO in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.87M in Q3 2025. 336 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

IFS Advisors held 53,211 shares of iShares Treasury Floating Rate Bond ETF worth $2.7M as of Q3 2026.
IFS Advisors bought 1,843 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $93.2K.
iShares Treasury Floating Rate Bond ETF made up 0.81% of IFS Advisors's portfolio in Q3 2026, its #26 holding.
IFS Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2025 and has held it in 5 quarters since.
IFS Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $2.87M in Q3 2025.
336 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.