IAA
TFLO icon

Independent Advisor Alliance’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Independent Advisor Alliance’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 		– Sell
-4,258
Closed -$216K – 1576
2026
Q1 		$216K Buy
+4,258
New +$215K ﹤0.01% 1465
2025
Q1 		– Sell
-15,163
Closed -$765K – 1317
2024
Q4 		$765K Buy
+15,163
New +$766K 0.01% 802

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

Independent Advisor Alliance's TFLO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026, closing a stake of 4,258 shares — an estimated $216K sold.

Independent Advisor Alliance first reported a position in TFLO in Q4 2024 and held it in 2 quarters. The position peaked at $765K in Q4 2024. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,258 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $216K.
  • Independent Advisor Alliance first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's iShares Treasury Floating Rate Bond ETF position peaked at $765K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.