Pioneer Wealth Management Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Pioneer Wealth Management Group’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	$5.07M	Sell	100,203 -20,825	-17%	-$1.05M	1.23%	11
2026 Q1	$6.13M	Buy	121,028 +98,697	+442%	+$4.99M	1.72%	11
2025 Q4	$1.13M	Buy	22,331 +1,315	+6%	+$66.4K	0.34%	27
2025 Q3	$1.06M	Sell	21,016 -4,497	-18%	-$227K	0.34%	29
2025 Q2	$1.29M	Sell	25,513 -41	-0.2%	-$2.07K	0.48%	24
2025 Q1	$1.29M	Buy	+25,554	New	+$1.29M	0.56%	19
2024 Q3	$766K	Sell	15,137 -5,494	-27%	-$278K	0.37%	27
2024 Q2	$1.05M	Buy	+20,631	New	+$1.04M	0.56%	24

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

Pioneer Wealth Management Group's TFLO Position: Q2 2026 in Review

Pioneer Wealth Management Group reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 17% in Q2 2026, selling an estimated $1.05M and leaving 100,203 shares worth $5.07M. The position accounts for 1.23% of the portfolio, ranked #11.

Pioneer Wealth Management Group first reported a position in TFLO in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.13M in Q1 2026. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Pioneer Wealth Management Group held 100,203 shares of iShares Treasury Floating Rate Bond ETF worth $5.07M as of Q2 2026.
Pioneer Wealth Management Group sold 20,825 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $1.05M.
iShares Treasury Floating Rate Bond ETF made up 1.23% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #11 holding.
Pioneer Wealth Management Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Pioneer Wealth Management Group's iShares Treasury Floating Rate Bond ETF position peaked at $6.13M in Q1 2026.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.