NFP Retirement Inc’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

NFP Retirement Inc’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	$5.27M	Buy	104,239 +14,151	+16%	+$716K	0.29%	61
2026 Q1	$4.56M	Sell	90,088 -494,107	-85%	-$25M	0.27%	63
2025 Q4	$29.5M	Buy	584,195 +118,350	+25%	+$5.98M	1.79%	13
2025 Q3	$23.6M	Sell	465,845 -115,718	-20%	-$5.85M	1.5%	14
2025 Q2	$29.5M	Buy	581,563 +20,112	+4%	+$1.02M	1.95%	12
2025 Q1	$28.4M	Sell	561,451 -31,954	-5%	-$1.62M	2.25%	9
2024 Q4	$29.9M	Sell	593,405 -28,298	-5%	-$1.43M	2.36%	9
2024 Q3	$31.5M	Buy	621,703 +19,555	+3%	+$988K	2.55%	7
2024 Q2	$30.5M	Sell	602,148 -708	-0.1%	-$35.8K	2.56%	7
2024 Q1	$30.6M	Buy	+602,856	New	+$30.5M	2.63%	6

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

NFP Retirement Inc's TFLO Position: Q2 2026 in Review

NFP Retirement Inc increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 16% in Q2 2026, buying an estimated $716K and bringing the position to 104,239 shares worth $5.27M. The position accounts for 0.29% of the portfolio, ranked #61.

NFP Retirement Inc first reported a position in TFLO in Q1 2024 and has held it in 10 quarters since. The position peaked at $31.5M in Q3 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

NFP Retirement Inc held 104,239 shares of iShares Treasury Floating Rate Bond ETF worth $5.27M as of Q2 2026.
NFP Retirement Inc bought 14,151 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $716K.
iShares Treasury Floating Rate Bond ETF made up 0.29% of NFP Retirement Inc's portfolio in Q2 2026, its #61 holding.
NFP Retirement Inc first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2024 and has held it in 10 quarters since.
NFP Retirement Inc's iShares Treasury Floating Rate Bond ETF position peaked at $31.5M in Q3 2024.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.