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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Raymond James Financial
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

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. 422 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.
  • 422 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.