Legacy Capital Group California’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Legacy Capital Group California’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	$1.43M	Buy	+28,323	New	+$1.43M	0.43%	56
2023 Q4	–	Sell	-4,403	Closed	-$223K	–	309
2023 Q3	$223K	Hold	4,403	–	–	0.1%	248
2023 Q2	$223K	Sell	4,403 -2,721	-38%	-$138K	0.09%	243
2023 Q1	$360K	Buy	+7,124	New	+$360K	0.18%	171

Other funds holding TFLO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 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

Legacy Capital Group California's TFLO Position: Q2 2026 in Review

Legacy Capital Group California opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 28,323 shares worth $1.43M. The stake represents 0.43% of the portfolio and ranks #56 among its holdings. This is a return to the name: Legacy Capital Group California previously reported a position in TFLO as recently as Q3 2023.

Legacy Capital Group California first reported a position in TFLO in Q1 2023 and has held it in 4 quarters since. 425 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Legacy Capital Group California held 28,323 shares of iShares Treasury Floating Rate Bond ETF worth $1.43M as of Q2 2026.
iShares Treasury Floating Rate Bond ETF was a new Legacy Capital Group California position in Q2 2026.
iShares Treasury Floating Rate Bond ETF made up 0.43% of Legacy Capital Group California's portfolio in Q2 2026, its #56 holding.
Legacy Capital Group California first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2023 and has held it in 4 quarters since.
425 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.