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

One Advisory 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 		– Sell
-4,210
Closed -$213K – 74
2026
Q1 		$213K Buy
4,210
+199
+5% +$10.1K 0.07% 70
2025
Q4 		$202K Buy
+4,011
New +$203K 0.06% 72
2024
Q1 		– Sell
-117,574
Closed -$5.93M – 48
2023
Q4 		$5.93M Sell
117,574
-2,030
-2% -$103K 3.12% 9
2023
Q3 		$6.07M Buy
+119,604
New +$6.05M 3.54% 7

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

One Advisory Partners's TFLO Position: Q2 2026 in Review

One Advisory Partners sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026, closing a stake of 4,210 shares — an estimated $213K sold.

One Advisory Partners first reported a position in TFLO in Q3 2023 and held it in 4 quarters. The position peaked at $6.07M in Q3 2023. 136 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • One Advisory Partners reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • One Advisory Partners sold 4,210 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $213K.
  • One Advisory Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 4 quarters.
  • One Advisory Partners's iShares Treasury Floating Rate Bond ETF position peaked at $6.07M in Q3 2023.
  • 136 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.