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Midwest Financial Partners Investments’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Midwest Financial Partners Investments’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 		$18.8M Buy
+370,480
New +$18.7M 7.79% 3

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SI
Stash Investments New York $310M AUM 13.03% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Midwest Financial Partners Investments's TFLO Position: Q2 2026 in Review

Midwest Financial Partners Investments opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 370,480 shares worth $18.8M. The stake represents 7.79% of the portfolio and ranks #3 among its holdings.

219 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Midwest Financial Partners Investments held 370,480 shares of iShares Treasury Floating Rate Bond ETF worth $18.8M as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Midwest Financial Partners Investments position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up 7.79% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #3 holding.
  • 219 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.