Measured Risk Portfolios’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Measured Risk Portfolios’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	$2.7M	Buy	53,323 +31,431	+144%	+$1.59M	2.4%	5
2026 Q1	$1.11M	Buy	21,892 +894	+4%	+$45.2K	1.21%	36
2025 Q4	$1.06M	Sell	20,998 -46,413	-69%	-$2.34M	1.05%	36
2025 Q3	$3.41M	Buy	67,411 +17,691	+36%	+$894K	3.18%	4
2025 Q2	$2.52M	Buy	49,720 +9,889	+25%	+$500K	2.43%	9
2025 Q1	$2.02M	Sell	39,831 -12,040	-23%	-$609K	2.16%	22
2024 Q4	$2.62M	Buy	+51,871	New	+$2.62M	2.73%	6

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

Measured Risk Portfolios's TFLO Position: Q2 2026 in Review

Measured Risk Portfolios increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 144% in Q2 2026, buying an estimated $1.59M and bringing the position to 53,323 shares worth $2.7M. The position accounts for 2.4% of the portfolio, ranked #5.

Measured Risk Portfolios first reported a position in TFLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.41M in Q3 2025. 424 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Measured Risk Portfolios held 53,323 shares of iShares Treasury Floating Rate Bond ETF worth $2.7M as of Q2 2026.
Measured Risk Portfolios bought 31,431 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $1.59M.
iShares Treasury Floating Rate Bond ETF made up 2.4% of Measured Risk Portfolios's portfolio in Q2 2026, its #5 holding.
Measured Risk Portfolios first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Measured Risk Portfolios's iShares Treasury Floating Rate Bond ETF position peaked at $3.41M in Q3 2025.
424 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Measured Risk Portfolios's 13F filing for Q2 2026, filed 12 Aug 2026.