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

MONECO 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 		$1.08M Buy
21,371
+1,803
+9% +$91.2K 0.07% 251
2026
Q1 		$991K Buy
19,568
+536
+3% +$27.1K 0.08% 215
2025
Q4 		$960K Buy
19,032
+2,118
+13% +$107K 0.08% 217
2025
Q3 		$856K Sell
16,914
-18
-0.1% -$910 0.07% 224
2025
Q2 		$858K Buy
16,932
+2,245
+15% +$114K 0.08% 208
2025
Q1 		$744K Buy
14,687
+597
+4% +$30.2K 0.08% 217
2024
Q4 		$711K Buy
14,090
+1,980
+16% +$100K 0.08% 221
2024
Q3 		$613K Sell
12,110
-430
-3% -$21.7K 0.08% 220
2024
Q2 		$635K Sell
12,540
-2,112
-14% -$107K 0.09% 202
2024
Q1 		$743K Sell
14,652
-301
-2% -$15.2K 0.12% 192
2023
Q4 		$755K Buy
+14,953
New +$756K 0.14% 167

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

MONECO Advisors's TFLO Position: Q2 2026 in Review

MONECO Advisors increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 9.2% in Q2 2026, buying an estimated $91.2K and bringing the position to 21,371 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #251.

MONECO Advisors first reported a position in TFLO in Q4 2023 and has held it in 11 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • MONECO Advisors held 21,371 shares of iShares Treasury Floating Rate Bond ETF worth $1.08M as of Q2 2026.
  • MONECO Advisors bought 1,803 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $91.2K.
  • iShares Treasury Floating Rate Bond ETF made up 0.07% of MONECO Advisors's portfolio in Q2 2026, its #251 holding.
  • MONECO Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.