Mount Yale Investment Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Mount Yale Investment 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	$4.82M	Sell	95,276 -19,246	-17%	-$973K	0.09%	229
2026 Q1	$5.8M	Sell	114,522 -88,269	-44%	-$4.46M	0.13%	166
2025 Q4	$10.2M	Buy	202,791 +160,603	+381%	+$8.11M	0.49%	44
2025 Q3	$2.13M	Buy	+42,188	New	+$2.13M	0.15%	149
2024 Q1	–	Sell	-27,572	Closed	-$1.39M	–	564
2023 Q4	$1.39M	Sell	27,572 -646	-2%	-$32.7K	0.13%	162
2023 Q3	$1.43M	Buy	+28,218	New	+$1.43M	0.16%	139

Other funds holding TFLO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

Mount Yale Investment Advisors's TFLO Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 17% in Q2 2026, selling an estimated $973K and leaving 95,276 shares worth $4.82M. The position accounts for 0.09% of the portfolio, ranked #229.

Mount Yale Investment Advisors first reported a position in TFLO in Q3 2023 and has held it in 6 quarters since. The position peaked at $10.2M in Q4 2025. 425 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Mount Yale Investment Advisors held 95,276 shares of iShares Treasury Floating Rate Bond ETF worth $4.82M as of Q2 2026.
Mount Yale Investment Advisors sold 19,246 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $973K.
iShares Treasury Floating Rate Bond ETF made up 0.09% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #229 holding.
Mount Yale Investment Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 6 quarters since.
Mount Yale Investment Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $10.2M in Q4 2025.
425 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.