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Mraz Amerine & Associates’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Mraz Amerine & Associates’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 		$2.97M Buy
58,625
+4,011
+7% +$203K 0.43% 40
2026
Q1 		$2.77M Buy
54,614
+1,818
+3% +$91.9K 0.41% 44
2025
Q4 		$2.66M Buy
+52,796
New +$2.67M 0.4% 41

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

Mraz Amerine & Associates's TFLO Position: Q2 2026 in Review

Mraz Amerine & Associates increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 7.3% in Q2 2026, buying an estimated $203K and bringing the position to 58,625 shares worth $2.97M. The position accounts for 0.43% of the portfolio, ranked #40.

Mraz Amerine & Associates first reported a position in TFLO in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Mraz Amerine & Associates held 58,625 shares of iShares Treasury Floating Rate Bond ETF worth $2.97M as of Q2 2026.
  • Mraz Amerine & Associates bought 4,011 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $203K.
  • iShares Treasury Floating Rate Bond ETF made up 0.43% of Mraz Amerine & Associates's portfolio in Q2 2026, its #40 holding.
  • Mraz Amerine & Associates first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Mraz Amerine & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.