Meridian Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Meridian Wealth Management’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	$4.37M	Sell	86,268 -84,402	-49%	-$4.27M	0.13%	148
2026 Q1	$8.64M	Buy	170,670 +9,900	+6%	+$501K	0.3%	67
2025 Q4	$8.11M	Buy	160,770 +69,476	+76%	+$3.51M	0.29%	68
2025 Q3	$4.62M	Sell	91,294 -55,551	-38%	-$2.81M	0.18%	111
2025 Q2	$7.44M	Buy	146,845 +16,688	+13%	+$844K	0.32%	68
2025 Q1	$6.59M	Sell	130,157 -18,844	-13%	-$953K	0.32%	69
2024 Q4	$7.52M	Buy	149,001 +46,267	+45%	+$2.34M	0.36%	57
2024 Q3	$5.2M	Sell	102,734 -12,504	-11%	-$632K	0.26%	84
2024 Q2	$5.84M	Buy	+115,238	New	+$5.83M	0.7%	32
2024 Q1	–	Sell	-57,551	Closed	-$2.9M	–	510
2023 Q4	$2.9M	Buy	57,551 +50,173	+680%	+$2.54M	0.19%	129
2023 Q3	$374K	Buy	7,378 +2,366	+47%	+$120K	0.02%	423
2023 Q2	$254K	Buy	+5,012	New	+$253K	0.02%	473

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

Meridian Wealth Management's TFLO Position: Q2 2026 in Review

Meridian Wealth Management reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 49% in Q2 2026, selling an estimated $4.27M and leaving 86,268 shares worth $4.37M. The position accounts for 0.13% of the portfolio, ranked #148.

Meridian Wealth Management first reported a position in TFLO in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.64M in Q1 2026. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Meridian Wealth Management held 86,268 shares of iShares Treasury Floating Rate Bond ETF worth $4.37M as of Q2 2026.
Meridian Wealth Management sold 84,402 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $4.27M.
iShares Treasury Floating Rate Bond ETF made up 0.13% of Meridian Wealth Management's portfolio in Q2 2026, its #148 holding.
Meridian Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Meridian Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $8.64M in Q1 2026.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.