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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
Q3 		$21.3M Buy
420,997
+50,517
+14% +$2.56M 8.2% 3
2026
Q2 		$18.8M Buy
+370,480
New +$18.7M 7.79% 3

Other funds holding TFLO

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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Midwest Financial Partners Investments's TFLO Position: Q3 2026 in Review

Midwest Financial Partners Investments increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 14% in Q3 2026, buying an estimated $2.56M and bringing the position to 420,997 shares worth $21.3M. The position accounts for 8.2% of the portfolio, ranked #3.

Midwest Financial Partners Investments first reported a position in TFLO in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

  • Midwest Financial Partners Investments held 420,997 shares of iShares Treasury Floating Rate Bond ETF worth $21.3M as of Q3 2026.
  • Midwest Financial Partners Investments bought 50,517 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $2.56M.
  • iShares Treasury Floating Rate Bond ETF made up 8.2% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #3 holding.
  • Midwest Financial Partners Investments first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.