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 Q3	$2.19M	Buy	43,297 +25,838	+148%	+$1.31M	0.38%	36
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

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

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

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Intelligence Driven Advisers's TFLO Position: Q3 2026 in Review

Intelligence Driven Advisers increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 148% in Q3 2026, buying an estimated $1.31M and bringing the position to 43,297 shares worth $2.19M. The position accounts for 0.38% of the portfolio, ranked #36.

Intelligence Driven Advisers first reported a position in TFLO in Q1 2024 and has held it in 11 quarters since. 22 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

Intelligence Driven Advisers held 43,297 shares of iShares Treasury Floating Rate Bond ETF worth $2.19M as of Q3 2026.
Intelligence Driven Advisers bought 25,838 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $1.31M.
iShares Treasury Floating Rate Bond ETF made up 0.38% of Intelligence Driven Advisers's portfolio in Q3 2026, its #36 holding.
Intelligence Driven Advisers first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2024 and has held it in 11 quarters since.
22 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.