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Jaffetilchin Investment Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		$2.24M Sell
44,236
-525,447
-92% -$26.6M 0.13% 121
2025
Q4 		$28.7M Buy
569,683
+3,638
+0.6% +$184K 1.68% 15
2025
Q3 		$28.6M Buy
566,045
+34,709
+7% +$1.75M 1.71% 14
2025
Q2 		$26.9M Buy
531,336
+2,705
+0.5% +$137K 1.76% 14
2025
Q1 		$26.8M Buy
+528,631
New +$26.7M 1.94% 13
2024
Q4 		– Sell
-741
Closed -$37.5K – 1211
2024
Q3 		$37.5K Buy
+741
New +$37.4K ﹤0.01% 626

Other funds holding TFLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Jaffetilchin Investment Partners's TFLO Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 92% in Q1 2026, selling an estimated $26.6M and leaving 44,236 shares worth $2.24M. The position accounts for 0.13% of the portfolio, ranked #121.

Jaffetilchin Investment Partners first reported a position in TFLO in Q3 2024 and has held it in 6 quarters since. The position peaked at $28.7M in Q4 2025. 415 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Jaffetilchin Investment Partners held 44,236 shares of iShares Treasury Floating Rate Bond ETF worth $2.24M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 525,447 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $26.6M.
  • iShares Treasury Floating Rate Bond ETF made up 0.13% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #121 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • Jaffetilchin Investment Partners's iShares Treasury Floating Rate Bond ETF position peaked at $28.7M in Q4 2025.
  • 415 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.