Liberty Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Liberty Wealth Management’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	$834K	Hold	16,469	–	–	0.1%	109
2026 Q1	$834K	Buy	16,469 +8,438	+105%	+$427K	0.1%	109
2025 Q4	$406K	Sell	8,031 -1,796	-18%	-$90.7K	0.05%	157
2025 Q3	$497K	Sell	9,827 -285	-3%	-$14.4K	0.07%	132
2025 Q2	$512K	Buy	+10,112	New	+$511K	0.08%	123
2024 Q4	–	Sell	-5,544	Closed	-$281K	–	239
2024 Q3	$281K	Sell	5,544 -179,902	-97%	-$9.09M	0.05%	161
2024 Q2	$330K	Buy	185,446 +178,081	+2,418%	+$9.01M	0.06%	146
2024 Q1	$373K	Sell	7,365 -54,495	-88%	-$2.76M	0.07%	123
2023 Q4	$3.12M	Sell	61,860 -5,684	-8%	-$288K	0.67%	32
2023 Q3	$3.43M	Buy	67,544 +57,641	+582%	+$2.92M	0.85%	32
2023 Q2	$502K	Buy	9,903 +2,751	+38%	+$139K	0.12%	90
2023 Q1	$362K	Buy	+7,152	New	+$361K	0.07%	150

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

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

Liberty Wealth Management's TFLO Position: Q2 2026 in Review

Liberty Wealth Management held its iShares Treasury Floating Rate Bond ETF (TFLO) position steady in Q2 2026 at 16,469 shares worth $834K. The position accounts for 0.1% of the portfolio, ranked #109.

Liberty Wealth Management first reported a position in TFLO in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.43M in Q3 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Liberty Wealth Management held 16,469 shares of iShares Treasury Floating Rate Bond ETF worth $834K as of Q2 2026.
Liberty Wealth Management left its iShares Treasury Floating Rate Bond ETF share count unchanged in Q2 2026.
iShares Treasury Floating Rate Bond ETF made up 0.1% of Liberty Wealth Management's portfolio in Q2 2026, its #109 holding.
Liberty Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2023 and has held it in 12 quarters since.
Liberty Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $3.43M in Q3 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.