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
Q3 		$3.06M Buy
60,426
+40,137
+198% +$2.03M 0.06% 340
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

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return

Independent Financial Group's TFLO Position: Q3 2026 in Review

Independent Financial Group increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 198% in Q3 2026, buying an estimated $2.03M and bringing the position to 60,426 shares worth $3.06M. The position accounts for 0.06% of the portfolio, ranked #340.

Independent Financial Group first reported a position in TFLO in Q1 2022 and has held it in 18 quarters since. 40 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

  • Independent Financial Group held 60,426 shares of iShares Treasury Floating Rate Bond ETF worth $3.06M as of Q3 2026.
  • Independent Financial Group bought 40,137 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $2.03M.
  • iShares Treasury Floating Rate Bond ETF made up 0.06% of Independent Financial Group's portfolio in Q3 2026, its #340 holding.
  • Independent Financial Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.