PFG Investments’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

PFG Investments’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	$277K	Buy	5,470 +125	+2%	+$6.32K	0.01%	980
2026 Q1	$271K	Buy	5,345 +667	+14%	+$33.7K	0.01%	912
2025 Q4	$236K	Buy	+4,678	New	+$236K	0.01%	933
2025 Q1	–	Sell	-4,412	Closed	-$223K	–	1097
2024 Q4	$223K	Sell	4,412 -28	-0.6%	-$1.41K	0.01%	852
2024 Q3	$225K	Buy	+4,440	New	+$224K	0.01%	846

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

PFG Investments's TFLO Position: Q2 2026 in Review

PFG Investments increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 2.3% in Q2 2026, buying an estimated $6.32K and bringing the position to 5,470 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #980.

PFG Investments first reported a position in TFLO in Q3 2024 and has held it in 5 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

PFG Investments held 5,470 shares of iShares Treasury Floating Rate Bond ETF worth $277K as of Q2 2026.
PFG Investments bought 125 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $6.32K.
iShares Treasury Floating Rate Bond ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #980 holding.
PFG Investments first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2024 and has held it in 5 quarters since.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.