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Mayflower Financial Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Mayflower Financial Advisors’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 		$992K Buy
+19,586
New +$990K 0.09% 203
2024
Q1 		– Sell
-35,172
Closed -$1.78M – 365
2023
Q4 		$1.78M Sell
35,172
-9,211
-21% -$466K 0.25% 86
2023
Q3 		$2.25M Buy
+44,383
New +$2.25M 0.34% 65

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Mayflower Financial Advisors's TFLO Position: Q2 2026 in Review

Mayflower Financial Advisors opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 19,586 shares worth $992K. The stake represents 0.09% of the portfolio and ranks #203 among its holdings. This is a return to the name: Mayflower Financial Advisors previously reported a position in TFLO as recently as Q4 2023.

Mayflower Financial Advisors first reported a position in TFLO in Q3 2023 and has held it in 3 quarters since. The position peaked at $2.25M in Q3 2023. 85 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Mayflower Financial Advisors held 19,586 shares of iShares Treasury Floating Rate Bond ETF worth $992K as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Mayflower Financial Advisors position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up 0.09% of Mayflower Financial Advisors's portfolio in Q2 2026, its #203 holding.
  • Mayflower Financial Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • Mayflower Financial Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $2.25M in Q3 2023.
  • 85 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.