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 Q3	$1.07M	Sell	21,050 -5,466	-21%	-$276K	0.63%	46
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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MFA Wealth Services's TFLO Position: Q3 2026 in Review

MFA Wealth Services reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 21% in Q3 2026, selling an estimated $276K and leaving 21,050 shares worth $1.07M. The position accounts for 0.63% of the portfolio, ranked #46.

MFA Wealth Services first reported a position in TFLO in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.57M in Q2 2025. 47 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

MFA Wealth Services held 21,050 shares of iShares Treasury Floating Rate Bond ETF worth $1.07M as of Q3 2026.
MFA Wealth Services sold 5,466 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $276K.
iShares Treasury Floating Rate Bond ETF made up 0.63% of MFA Wealth Services's portfolio in Q3 2026, its #46 holding.
MFA Wealth Services first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's iShares Treasury Floating Rate Bond ETF position peaked at $2.57M in Q2 2025.
47 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.