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

Institute for 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	$411K	Sell	8,126 -47	-0.6%	-$2.38K	0.04%	367
2026 Q1	$414K	Sell	8,173 -1	-0%	-$51	0.04%	358
2025 Q4	$412K	Sell	8,174 -429	-5%	-$21.7K	0.04%	354
2025 Q3	$435K	Buy	8,603 +85	+1%	+$4.3K	0.05%	356
2025 Q2	$431K	Buy	8,518 +147	+2%	+$7.43K	0.05%	341
2025 Q1	$424K	Buy	8,371 +393	+5%	+$19.9K	0.05%	327
2024 Q4	$403K	Buy	7,978 +94	+1%	+$4.75K	0.05%	335
2024 Q3	$399K	Buy	7,884 +646	+9%	+$32.6K	0.05%	349
2024 Q2	$367K	Sell	7,238 -18	-0.2%	-$910	0.05%	345
2024 Q1	$368K	Sell	7,256 -8,233	-53%	-$417K	0.05%	345
2023 Q4	$782K	Buy	15,489 +11,446	+283%	+$579K	0.13%	187
2023 Q3	$205K	Buy	+4,043	New	+$205K	0.04%	430

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

Institute for Wealth Management's TFLO Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.58% in Q2 2026, selling an estimated $2.38K and leaving 8,126 shares worth $411K. The position accounts for 0.04% of the portfolio, ranked #367.

Institute for Wealth Management first reported a position in TFLO in Q3 2023 and has held it in 12 quarters since. The position peaked at $782K in Q4 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Institute for Wealth Management held 8,126 shares of iShares Treasury Floating Rate Bond ETF worth $411K as of Q2 2026.
Institute for Wealth Management sold 47 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $2.38K.
iShares Treasury Floating Rate Bond ETF made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #367 holding.
Institute for Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Institute for Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $782K in Q4 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.