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 Q3	$5.71M	Buy	112,603 +12,400	+12%	+$627K	1.35%	12
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return

Pioneer Wealth Management Group's TFLO Position: Q3 2026 in Review

Pioneer Wealth Management Group increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 12% in Q3 2026, buying an estimated $627K and bringing the position to 112,603 shares worth $5.71M. The position accounts for 1.35% of the portfolio, ranked #12.

Pioneer Wealth Management Group first reported a position in TFLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.13M in Q1 2026. 40 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

Pioneer Wealth Management Group held 112,603 shares of iShares Treasury Floating Rate Bond ETF worth $5.71M as of Q3 2026.
Pioneer Wealth Management Group bought 12,400 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $627K.
iShares Treasury Floating Rate Bond ETF made up 1.35% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #12 holding.
Pioneer Wealth Management Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Pioneer Wealth Management Group's iShares Treasury Floating Rate Bond ETF position peaked at $6.13M in Q1 2026.
40 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.