IHT Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

IHT Wealth Management’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	$688K	Sell	13,596 -4,969	-27%	-$251K	0.01%	725
2026 Q1	$940K	Buy	18,565 +5,994	+48%	+$303K	0.02%	596
2025 Q4	$634K	Sell	12,571 -2,998	-19%	-$151K	0.02%	683
2025 Q3	$788K	Buy	15,569 +646	+4%	+$32.7K	0.02%	603
2025 Q2	$756K	Buy	14,923 +462	+3%	+$23.4K	0.02%	576
2025 Q1	$733K	Sell	14,461 -1,285	-8%	-$65K	0.02%	555
2024 Q4	$795K	Buy	15,746 +2,673	+20%	+$135K	0.03%	527
2024 Q3	$661K	Sell	13,073 -2,372	-15%	-$120K	0.02%	629
2024 Q2	$782K	Sell	15,445 -12,678	-45%	-$641K	0.03%	496
2024 Q1	$1.43M	Buy	28,123 +12,817	+84%	+$648K	0.06%	336
2023 Q4	$772K	Sell	15,306 -607	-4%	-$30.7K	0.03%	462
2023 Q3	$807K	Buy	15,913 +6,323	+66%	+$320K	0.04%	404
2023 Q2	$486K	Buy	+9,590	New	+$485K	0.03%	550

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

IHT Wealth Management's TFLO Position: Q2 2026 in Review

IHT Wealth Management reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 27% in Q2 2026, selling an estimated $251K and leaving 13,596 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #725.

IHT Wealth Management first reported a position in TFLO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.43M in Q1 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

IHT Wealth Management held 13,596 shares of iShares Treasury Floating Rate Bond ETF worth $688K as of Q2 2026.
IHT Wealth Management sold 4,969 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $251K.
iShares Treasury Floating Rate Bond ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #725 holding.
IHT Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2023 and has held it in 13 quarters since.
IHT Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $1.43M in Q1 2024.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.