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Integrated Advisors Network’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Integrated Advisors Network’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 		$549K Buy
+10,853
New +$549K 0.03% 443
2025
Q3 		– Sell
-6,132
Closed -$311K – 813
2025
Q2 		$311K Sell
6,132
-26,846
-81% -$1.36M 0.01% 611
2025
Q1 		$1.67M Buy
32,978
+28,619
+657% +$1.45M 0.08% 232
2024
Q4 		$220K Sell
4,359
-3,289
-43% -$166K 0.01% 650
2024
Q3 		$387K Sell
7,648
-400
-5% -$20.2K 0.02% 534
2024
Q2 		$408K Sell
8,048
-69
-0.9% -$3.49K 0.02% 506
2024
Q1 		$411K Buy
8,117
+1,942
+31% +$98.3K 0.02% 514
2023
Q4 		$312K Sell
6,175
-4,949
-44% -$250K 0.02% 543
2023
Q3 		$564K Buy
11,124
+548
+5% +$27.7K 0.03% 386
2023
Q2 		$536K Buy
10,576
+267
+3% +$13.5K 0.03% 414
2023
Q1 		$522K Sell
10,309
-144
-1% -$7.27K 0.03% 420
2022
Q4 		$527K Hold
10,453
– – 0.03% 399
2022
Q3 		$528K Buy
10,453
+1,153
+12% +$58.1K 0.04% 384
2022
Q2 		$469K Buy
9,300
+1,928
+26% +$97.2K 0.03% 438
2022
Q1 		$371K Sell
7,372
-3,473
-32% -$175K 0.02% 504
2021
Q4 		$545K Buy
10,845
+311
+3% +$15.6K 0.03% 400
2021
Q3 		$530K Sell
10,534
-5,852
-36% -$294K 0.04% 383
2021
Q2 		$824K Sell
16,386
-715
-4% -$36K 0.06% 262
2021
Q1 		$860K Sell
17,101
-249
-1% -$12.5K 0.08% 226
2020
Q4 		$872K Sell
17,350
-2,700
-13% -$136K 0.1% 211
2020
Q3 		$1.01M Sell
20,050
-10,639
-35% -$535K 0.13% 176
2020
Q2 		$1.54M Buy
30,689
+22,046
+255% +$1.11M 0.18% 148
2020
Q1 		$435K Sell
8,643
-9,513
-52% -$479K 0.09% 205
2019
Q4 		$912K Buy
+18,156
New +$912K 0.12% 185

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

Integrated Advisors Network's TFLO Position: Q2 2026 in Review

Integrated Advisors Network opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 10,853 shares worth $549K. The stake represents 0.03% of the portfolio and ranks #443 among its holdings. This is a return to the name: Integrated Advisors Network previously reported a position in TFLO as recently as Q2 2025.

Integrated Advisors Network first reported a position in TFLO in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.67M in Q1 2025. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Integrated Advisors Network held 10,853 shares of iShares Treasury Floating Rate Bond ETF worth $549K as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Integrated Advisors Network position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up 0.03% of Integrated Advisors Network's portfolio in Q2 2026, its #443 holding.
  • Integrated Advisors Network first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Integrated Advisors Network's iShares Treasury Floating Rate Bond ETF position peaked at $1.67M in Q1 2025.
  • 422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.