IFG
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Independent Financial Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Independent Financial Group’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 		$1.03M Sell
20,289
-751
-4% -$38K 0.02% 676
2026
Q1 		$1.07M Sell
21,040
-4,675
-18% -$236K 0.02% 610
2025
Q4 		$1.3M Buy
25,715
+161
+0.6% +$8.13K 0.03% 532
2025
Q3 		$1.29M Buy
25,554
+1,986
+8% +$100K 0.03% 530
2025
Q2 		$1.19M Buy
23,568
+11,436
+94% +$578K 0.03% 491
2025
Q1 		$615K Buy
12,132
+3,509
+41% +$177K 0.02% 635
2024
Q4 		$435K Sell
8,623
-1,336
-13% -$67.5K 0.01% 744
2024
Q3 		$504K Buy
9,959
+4,867
+96% +$246K 0.02% 648
2024
Q2 		$258K Sell
5,092
-2,241
-31% -$113K 0.01% 904
2024
Q1 		$372K Buy
7,333
+704
+11% +$35.6K 0.02% 691
2023
Q4 		$335K Buy
6,629
+471
+8% +$23.8K 0.02% 677
2023
Q3 		$312K Sell
6,158
-1,105
-15% -$55.9K 0.02% 646
2023
Q2 		$368K Buy
+7,263
New +$367K 0.03% 565
2023
Q1 		– Sell
-27,483
Closed -$1.39M – 883
2022
Q4 		$1.39M Buy
27,483
+18,992
+224% +$958K 0.12% 171
2022
Q3 		$429K Buy
8,491
+556
+7% +$28K 0.04% 429
2022
Q2 		$400K Buy
7,935
+1,798
+29% +$90.6K 0.04% 433
2022
Q1 		$309K Buy
+6,137
New +$309K 0.03% 586

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 Financial Group's TFLO Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 3.6% in Q2 2026, selling an estimated $38K and leaving 20,289 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #676.

Independent Financial Group first reported a position in TFLO in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.39M in Q4 2022. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Independent Financial Group held 20,289 shares of iShares Treasury Floating Rate Bond ETF worth $1.03M as of Q2 2026.
  • Independent Financial Group sold 751 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $38K.
  • iShares Treasury Floating Rate Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #676 holding.
  • Independent Financial Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Independent Financial Group's iShares Treasury Floating Rate Bond ETF position peaked at $1.39M in Q4 2022.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.