Ignite Planners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Ignite Planners’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	$2.3M	Sell	45,734 -2,864	-6%	-$145K	0.31%	74
2026 Q1	$2.47M	Sell	48,598 -666	-1%	-$33.7K	0.38%	65
2025 Q4	$2.49M	Buy	49,264 +556	+1%	+$28.1K	0.38%	60
2025 Q3	$2.46M	Buy	48,708 +506	+1%	+$25.6K	0.4%	57
2025 Q2	$2.44M	Buy	48,202 +1,622	+3%	+$82K	0.42%	54
2025 Q1	$2.35M	Sell	46,580 -2,009	-4%	-$102K	0.46%	51
2024 Q4	$2.45M	Sell	48,589 -5,287	-10%	-$267K	0.54%	43
2024 Q3	$2.73M	Buy	53,876 +6,772	+14%	+$342K	0.62%	39
2024 Q2	$2.38M	Buy	47,104 +9,422	+25%	+$477K	0.58%	41
2024 Q1	$1.9M	Buy	37,682 +15,276	+68%	+$773K	0.53%	50
2023 Q4	$1.13M	Buy	22,406 +8,398	+60%	+$425K	0.34%	80
2023 Q3	$709K	Buy	+14,008	New	+$709K	0.22%	121

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

Ignite Planners's TFLO Position: Q2 2026 in Review

Ignite Planners reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 5.9% in Q2 2026, selling an estimated $145K and leaving 45,734 shares worth $2.3M. The position accounts for 0.31% of the portfolio, ranked #74.

Ignite Planners first reported a position in TFLO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.73M in Q3 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Ignite Planners held 45,734 shares of iShares Treasury Floating Rate Bond ETF worth $2.3M as of Q2 2026.
Ignite Planners sold 2,864 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $145K.
iShares Treasury Floating Rate Bond ETF made up 0.31% of Ignite Planners's portfolio in Q2 2026, its #74 holding.
Ignite Planners first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Ignite Planners's iShares Treasury Floating Rate Bond ETF position peaked at $2.73M in Q3 2024.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.