Intelligence Driven Advisers’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Intelligence Driven Advisers’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	$884K	Buy	17,459 +415	+2%	+$21K	0.14%	56
2026 Q1	$863K	Buy	17,044 +6,944	+69%	+$351K	0.15%	50
2025 Q4	$510K	Sell	10,100 -4,882	-33%	-$247K	0.07%	74
2025 Q3	$758K	Buy	14,982 +441	+3%	+$22.3K	0.11%	55
2025 Q2	$737K	Sell	14,541 -780	-5%	-$39.4K	0.11%	54
2025 Q1	$776K	Buy	15,321 +144	+0.9%	+$7.28K	0.15%	47
2024 Q4	$766K	Sell	15,177 -3,210	-17%	-$162K	0.14%	45
2024 Q3	$930K	Sell	18,387 -8,333	-31%	-$421K	0.13%	45
2024 Q2	$1.35M	Buy	26,720 +2,896	+12%	+$146K	0.19%	35
2024 Q1	$1.21M	Buy	+23,824	New	+$1.21M	0.18%	38

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

Intelligence Driven Advisers's TFLO Position: Q2 2026 in Review

Intelligence Driven Advisers increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 2.4% in Q2 2026, buying an estimated $21K and bringing the position to 17,459 shares worth $884K. The position accounts for 0.14% of the portfolio, ranked #56.

Intelligence Driven Advisers first reported a position in TFLO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.35M in Q2 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Intelligence Driven Advisers held 17,459 shares of iShares Treasury Floating Rate Bond ETF worth $884K as of Q2 2026.
Intelligence Driven Advisers bought 415 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $21K.
iShares Treasury Floating Rate Bond ETF made up 0.14% of Intelligence Driven Advisers's portfolio in Q2 2026, its #56 holding.
Intelligence Driven Advisers first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Intelligence Driven Advisers's iShares Treasury Floating Rate Bond ETF position peaked at $1.35M in Q2 2024.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.