Mercer Global Advisors
TFLO icon

Mercer Global Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Mercer Global 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 		$10.6M Sell
209,744
-38,781
-16% -$1.96M 0.01% 550
2026
Q1 		$12.6M Sell
248,525
-7,775
-3% -$393K 0.02% 435
2025
Q4 		$12.9M Sell
256,300
-188,675
-42% -$9.53M 0.02% 428
2025
Q3 		$22.5M Sell
444,975
-206,999
-32% -$10.5M 0.04% 291
2025
Q2 		$33M Sell
651,974
-207,419
-24% -$10.5M 0.07% 166
2025
Q1 		$43.5M Buy
859,393
+69,162
+9% +$3.5M 0.1% 117
2024
Q4 		$39.9M Buy
790,231
+122,515
+18% +$6.19M 0.1% 121
2024
Q3 		$33.7M Sell
667,716
-360,903
-35% -$18.2M 0.08% 143
2024
Q2 		$52.1M Sell
1,028,619
-342,937
-25% -$17.3M 0.14% 93
2024
Q1 		$69.5M Sell
1,371,556
-36,883
-3% -$1.87M 0.2% 76
2023
Q4 		$71.1M Buy
1,408,439
+1,286,165
+1,052% +$65.1M 0.21% 74
2023
Q3 		$6.2M Buy
122,274
+98,080
+405% +$4.96M 0.02% 369
2023
Q2 		$1.23M Buy
24,194
+700
+3% +$35.4K ﹤0.01% 874
2023
Q1 		$1.19M Sell
23,494
-52,401
-69% -$2.65M 0.01% 850
2022
Q4 		$3.83M Buy
+75,895
New +$3.83M 0.02% 501

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

Mercer Global Advisors's TFLO Position: Q2 2026 in Review

Mercer Global Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 16% in Q2 2026, selling an estimated $1.96M and leaving 209,744 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #550.

Mercer Global Advisors first reported a position in TFLO in Q4 2022 and has held it in 15 quarters since. The position peaked at $71.1M in Q4 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Mercer Global Advisors held 209,744 shares of iShares Treasury Floating Rate Bond ETF worth $10.6M as of Q2 2026.
  • Mercer Global Advisors sold 38,781 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $1.96M.
  • iShares Treasury Floating Rate Bond ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #550 holding.
  • Mercer Global Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Mercer Global Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $71.1M in Q4 2023.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.