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MKT Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

MKT Advisors’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 		$22.8M Buy
451,670
+26,505
+6% +$1.34M 7.09% 3
2026
Q1 		$21.5M Buy
425,165
+206,161
+94% +$10.4M 7.2% 3
2025
Q4 		$11.1M Buy
219,004
+1,401
+0.6% +$70.8K 3.77% 10
2025
Q3 		$11M Buy
217,603
+5,355
+3% +$271K 4.08% 9
2025
Q2 		$10.7M Buy
212,248
+13,499
+7% +$683K 4.24% 8
2025
Q1 		$10M Buy
198,749
+23,749
+14% +$1.2M 4.71% 8
2024
Q4 		$8.85M Buy
175,000
+42,445
+32% +$2.14M 3.86% 9
2024
Q3 		$6.68M Buy
132,555
+44,381
+50% +$2.24M 3.13% 9
2024
Q2 		$4.45M Sell
88,174
-16,415
-16% -$830K 2.22% 9
2024
Q1 		$5.28M Buy
104,589
+64,651
+162% +$3.27M 2.9% 9
2023
Q4 		$2.02M Sell
39,938
-26,173
-40% -$1.32M 1.33% 13
2023
Q3 		$3.34M Buy
66,111
+285
+0.4% +$14.4K 2.53% 4
2023
Q2 		$3.34M Buy
+65,826
New +$3.33M 2.36% 4

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Raymond James Financial
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

MKT Advisors's TFLO Position: Q2 2026 in Review

MKT Advisors increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 6.2% in Q2 2026, buying an estimated $1.34M and bringing the position to 451,670 shares worth $22.8M. The position accounts for 7.09% of the portfolio, ranked #3.

MKT Advisors first reported a position in TFLO in Q2 2023 and has held it in 13 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • MKT Advisors held 451,670 shares of iShares Treasury Floating Rate Bond ETF worth $22.8M as of Q2 2026.
  • MKT Advisors bought 26,505 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $1.34M.
  • iShares Treasury Floating Rate Bond ETF made up 7.09% of MKT Advisors's portfolio in Q2 2026, its #3 holding.
  • MKT Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.