MFA Wealth Services’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

MFA Wealth Services’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	$1.34M	Buy	26,516 +687	+3%	+$34.7K	0.8%	34
2026 Q1	$1.31M	Buy	25,829 +816	+3%	+$41.3K	0.87%	30
2025 Q4	$1.26M	Sell	25,013 -432	-2%	-$21.8K	0.85%	30
2025 Q3	$1.29M	Sell	25,445 -25,269	-50%	-$1.28M	0.89%	28
2025 Q2	$2.57M	Buy	50,714 +5,479	+12%	+$277K	1.93%	11
2025 Q1	$2.29M	Buy	45,235 +24,425	+117%	+$1.24M	1.88%	10
2024 Q4	$1.05M	Buy	+20,810	New	+$1.05M	0.84%	35

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

MFA Wealth Services's TFLO Position: Q2 2026 in Review

MFA Wealth Services increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 2.7% in Q2 2026, buying an estimated $34.7K and bringing the position to 26,516 shares worth $1.34M. The position accounts for 0.8% of the portfolio, ranked #34.

MFA Wealth Services first reported a position in TFLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.57M in Q2 2025. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

MFA Wealth Services held 26,516 shares of iShares Treasury Floating Rate Bond ETF worth $1.34M as of Q2 2026.
MFA Wealth Services bought 687 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $34.7K.
iShares Treasury Floating Rate Bond ETF made up 0.8% of MFA Wealth Services's portfolio in Q2 2026, its #34 holding.
MFA Wealth Services first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's iShares Treasury Floating Rate Bond ETF position peaked at $2.57M in Q2 2025.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.