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Landaas & Company’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Landaas & Company’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 		$11.2M Buy
220,857
+60,537
+38% +$3.06M 2.03% 8
2026
Q1 		$8.12M Sell
160,320
-110,826
-41% -$5.6M 1.78% 9
2025
Q4 		$13.7M Sell
271,146
-224,292
-45% -$11.3M 3.01% 7
2025
Q3 		$25.1M Sell
495,438
-252,974
-34% -$12.8M 5.7% 5
2025
Q2 		$37.9M Buy
748,412
+88,882
+13% +$4.49M 9.05% 4
2025
Q1 		$33.4M Buy
659,530
+9,876
+2% +$500K 9.24% 4
2024
Q4 		$32.8M Sell
649,654
-183,891
-22% -$9.29M 9.08% 4
2024
Q3 		$42.2M Sell
833,545
-785
-0.1% -$39.7K 11.74% 4
2024
Q2 		$42.3M Buy
834,330
+103,754
+14% +$5.25M 12.88% 4
2024
Q1 		$37M Buy
730,576
+43,091
+6% +$2.18M 12.04% 4
2023
Q4 		$34.7M Buy
687,485
+166,432
+32% +$8.42M 12.87% 3
2023
Q3 		$26.4M Buy
521,053
+114,089
+28% +$5.77M 11.47% 3
2023
Q2 		$20.6M Buy
406,964
+43,126
+12% +$2.18M 9.09% 3
2023
Q1 		$18.4M Buy
363,838
+24,335
+7% +$1.23M 8.98% 3
2022
Q4 		$17.1M Buy
339,503
+102,098
+43% +$5.15M 9.42% 3
2022
Q3 		$12M Buy
237,405
+70,771
+42% +$3.57M 7.61% 3
2022
Q2 		$8.4M Buy
166,634
+142,897
+602% +$7.2M 5.18% 3
2022
Q1 		$1.19M Hold
23,737
– – 0.63% 13
2021
Q4 		$1.19M Sell
23,737
-1,842
-7% -$92.6K 0.63% 13
2021
Q3 		$1.29M Sell
25,579
-4,286
-14% -$215K 0.74% 10
2021
Q2 		$1.5M Sell
29,865
-16,241
-35% -$817K 0.84% 10
2021
Q1 		$2.32M Sell
46,106
-20,194
-30% -$1.02M 1.39% 8
2020
Q4 		$3.33M Sell
66,300
-68,417
-51% -$3.44M 2.26% 5
2020
Q3 		$6.78M Sell
134,717
-27,668
-17% -$1.39M 5.14% 3
2020
Q2 		$8.17M Sell
162,385
-20,080
-11% -$1.01M 6.49% 3
2020
Q1 		$9.18M Sell
182,465
-93,248
-34% -$4.69M 7.74% 3
2019
Q4 		$13.8M Sell
275,713
-81,625
-23% -$4.1M 9.68% 3
2019
Q3 		$18M Sell
357,338
-101,677
-22% -$5.11M 13.13% 3
2019
Q2 		$23.1M Sell
459,015
-68,957
-13% -$3.47M 16.45% 3
2019
Q1 		$26.6M Buy
527,972
+83,875
+19% +$4.22M 19.24% 3
2018
Q4 		$22.3M Buy
444,097
+112,339
+34% +$5.65M 18.45% 3
2018
Q3 		$16.7M Buy
331,758
+129,134
+64% +$6.49M 12.96% 3
2018
Q2 		$10.2M Buy
+202,624
New +$10.2M 8.15% 3

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

Landaas & Company's TFLO Position: Q2 2026 in Review

Landaas & Company increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 38% in Q2 2026, buying an estimated $3.06M and bringing the position to 220,857 shares worth $11.2M. The position accounts for 2.03% of the portfolio, ranked #8.

Landaas & Company first reported a position in TFLO in Q2 2018 and has held it in 33 quarters since. The position peaked at $42.3M in Q2 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Landaas & Company held 220,857 shares of iShares Treasury Floating Rate Bond ETF worth $11.2M as of Q2 2026.
  • Landaas & Company bought 60,537 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $3.06M.
  • iShares Treasury Floating Rate Bond ETF made up 2.03% of Landaas & Company's portfolio in Q2 2026, its #8 holding.
  • Landaas & Company first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2018 and has held it in 33 quarters since.
  • Landaas & Company's iShares Treasury Floating Rate Bond ETF position peaked at $42.3M in Q2 2024.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.