IRC
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Investors Research Corp’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Investors Research Corp’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 		$198K Buy
3,912
+168
+4% +$8.49K 0.04% 266
2026
Q1 		$190K Buy
3,744
+111
+3% +$5.61K 0.04% 271
2025
Q4 		$183K Buy
3,633
+121
+3% +$6.11K 0.03% 302
2025
Q3 		$178K Buy
3,512
+140
+4% +$7.08K 0.03% 313
2025
Q2 		$171K Buy
3,372
+153
+5% +$7.74K 0.03% 320
2025
Q1 		$163K Buy
3,219
+13
+0.4% +$658 0.04% 320
2024
Q4 		$162K Buy
3,206
+57
+2% +$2.88K 0.04% 328
2024
Q3 		$159K Buy
3,149
+143
+5% +$7.23K 0.03% 336
2024
Q2 		$152K Sell
3,006
-1,317
-30% -$66.6K 0.04% 343
2024
Q1 		$219K Buy
4,323
+232
+6% +$11.7K 0.05% 306
2023
Q4 		$206K Sell
4,091
-226
-5% -$11.4K 0.05% 325
2023
Q3 		$219K Buy
4,317
+297
+7% +$15K 0.06% 306
2023
Q2 		$204K Buy
4,020
+270
+7% +$13.6K 0.05% 323
2023
Q1 		$190K Buy
3,750
+394
+12% +$19.9K 0.05% 332
2022
Q4 		$169K Buy
3,356
+341
+11% +$17.2K 0.05% 347
2022
Q3 		$152K Buy
3,015
+478
+19% +$24.1K 0.05% 334
2022
Q2 		$128K Buy
2,537
+228
+10% +$11.5K 0.04% 373
2022
Q1 		$116K Buy
2,309
+497
+27% +$25K 0.03% 393
2021
Q4 		$91K Buy
1,812
+489
+37% +$24.6K 0.03% 422
2021
Q3 		$67K Buy
1,323
+70
+6% +$3.52K 0.02% 473
2021
Q2 		$63K Buy
1,253
+374
+43% +$18.8K 0.02% 481
2021
Q1 		$44K Hold
879
– – 0.02% 540
2020
Q4 		$44K Buy
879
+140
+19% +$7.04K 0.02% 567
2020
Q3 		$37K Hold
739
– – 0.02% 568
2020
Q2 		$37K Buy
739
+295
+66% +$14.8K 0.02% 555
2020
Q1 		$22K Buy
+444
New +$22.3K 0.01% 592

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

Investors Research Corp's TFLO Position: Q2 2026 in Review

Investors Research Corp increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 4.5% in Q2 2026, buying an estimated $8.49K and bringing the position to 3,912 shares worth $198K. The position accounts for 0.04% of the portfolio, ranked #266.

Investors Research Corp first reported a position in TFLO in Q1 2020 and has held it in 26 quarters since. The position peaked at $219K in Q1 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Investors Research Corp held 3,912 shares of iShares Treasury Floating Rate Bond ETF worth $198K as of Q2 2026.
  • Investors Research Corp bought 168 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $8.49K.
  • iShares Treasury Floating Rate Bond ETF made up 0.04% of Investors Research Corp's portfolio in Q2 2026, its #266 holding.
  • Investors Research Corp first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Investors Research Corp's iShares Treasury Floating Rate Bond ETF position peaked at $219K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.