Nilsine Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Nilsine Partners’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	$2.55M	Sell	50,286 -5,785	-10%	-$293K	0.18%	127
2026 Q1	$2.84M	Sell	56,071 -11,151	-17%	-$564K	0.22%	105
2025 Q4	$3.39M	Buy	67,222 +12,369	+23%	+$625K	0.29%	75
2025 Q3	$2.77M	Buy	54,853 +41,550	+312%	+$2.1M	0.25%	90
2025 Q2	$674K	Buy	13,303 +3,754	+39%	+$190K	0.07%	232
2025 Q1	$484K	Sell	9,549 -1,109	-10%	-$56.1K	0.05%	249
2024 Q4	$538K	Buy	10,658 +3,143	+42%	+$159K	0.06%	245
2024 Q3	$380K	Sell	7,515 -5,817	-44%	-$294K	0.05%	256
2024 Q2	$675K	Buy	13,332 +1,057	+9%	+$53.5K	0.09%	206
2024 Q1	$622K	Sell	12,275 -13,461	-52%	-$681K	0.09%	211
2023 Q4	$1.3M	Buy	+25,736	New	+$1.3M	0.2%	134

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

Nilsine Partners's TFLO Position: Q2 2026 in Review

Nilsine Partners reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 10% in Q2 2026, selling an estimated $293K and leaving 50,286 shares worth $2.55M. The position accounts for 0.18% of the portfolio, ranked #127.

Nilsine Partners first reported a position in TFLO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.39M in Q4 2025. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Nilsine Partners held 50,286 shares of iShares Treasury Floating Rate Bond ETF worth $2.55M as of Q2 2026.
Nilsine Partners sold 5,785 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $293K.
iShares Treasury Floating Rate Bond ETF made up 0.18% of Nilsine Partners's portfolio in Q2 2026, its #127 holding.
Nilsine Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Nilsine Partners's iShares Treasury Floating Rate Bond ETF position peaked at $3.39M in Q4 2025.
422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.