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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Mount Yale Investment Advisors's TFLO Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 44% in Q1 2026, selling an estimated $4.46M and leaving 114,522 shares worth $5.8M. The position accounts for 0.13% of the portfolio, ranked #166.

Mount Yale Investment Advisors first reported a position in TFLO in Q3 2023 and has held it in 5 quarters since. The position peaked at $10.2M in Q4 2025. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Mount Yale Investment Advisors held 114,522 shares of iShares Treasury Floating Rate Bond ETF worth $5.8M as of Q1 2026.
  • Mount Yale Investment Advisors sold 88,269 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $4.46M.
  • iShares Treasury Floating Rate Bond ETF made up 0.13% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #166 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $10.2M in Q4 2025.
  • 414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.