J. M. Brown & Associates’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

J. M. Brown & Associates’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	$817K	Buy	+16,130	New	+$816K	0.47%	65

Other funds holding TFLO

LPL Financial San Diego, California $445B AUM 25.58% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

J. M. Brown & Associates's TFLO Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 16,130 shares worth $817K. The stake represents 0.47% of the portfolio and ranks #65 among its holdings.

402 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

J. M. Brown & Associates held 16,130 shares of iShares Treasury Floating Rate Bond ETF worth $817K as of Q2 2026.
iShares Treasury Floating Rate Bond ETF was a new J. M. Brown & Associates position in Q2 2026.
iShares Treasury Floating Rate Bond ETF made up 0.47% of J. M. Brown & Associates's portfolio in Q2 2026, its #65 holding.
402 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.