Level Four Advisory Services’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.49M Buy
29,339
+2,402
+9% +$121K 0.04% 366
2026
Q1
$1.36M Buy
26,937
+19,828
+279% +$1M 0.04% 364
2025
Q4
$359K Buy
+7,109
New +$359K 0.01% 640

Other funds holding TFLO

Level Four Advisory Services's TFLO Position: Q2 2026 in Review

Level Four Advisory Services increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 8.9% in Q2 2026, buying an estimated $121K and bringing the position to 29,339 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #366.

Level Four Advisory Services first reported a position in TFLO in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Level Four Advisory Services held 29,339 shares of iShares Treasury Floating Rate Bond ETF worth $1.49M as of Q2 2026.
  • Level Four Advisory Services bought 2,402 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $121K.
  • iShares Treasury Floating Rate Bond ETF made up 0.04% of Level Four Advisory Services's portfolio in Q2 2026, its #366 holding.
  • Level Four Advisory Services first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.