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

Lloyd Advisory Services’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	$1.83K	Buy	+36	New	+$1.82K	﹤0.01%	522
2026 Q1	–	Sell	-36	Closed	-$1.8K	–	1032
2025 Q4	$1.8K	Buy	+36	New	+$1.82K	﹤0.01%	458

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

Lloyd Advisory Services's TFLO Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 36 shares worth $1.83K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in TFLO as recently as Q4 2025.

Lloyd Advisory Services first reported a position in TFLO in Q4 2025 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Lloyd Advisory Services held 36 shares of iShares Treasury Floating Rate Bond ETF worth $1.83K as of Q2 2026.
iShares Treasury Floating Rate Bond ETF was a new Lloyd Advisory Services position in Q2 2026.
iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #522 holding.
Lloyd Advisory Services first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and has held it in 2 quarters since.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.