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Private Advisor Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-170,100
Closed -$86.3K – 2491
2023
Q3 		$86.3K Buy
+170,100
New +$8.61M ﹤0.01% 1980

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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SI
Stash Investments New York $310M AUM 13.03% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Private Advisor Group's TFLO Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 22% in Q2 2026, selling an estimated $2.68M and leaving 185,588 shares worth $9.4M. The position accounts for 0.04% of the portfolio, ranked #408.

Private Advisor Group first reported a position in TFLO in Q2 2020 and has held it in 19 quarters since. The position peaked at $45.8M in Q4 2024. 180 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Private Advisor Group held 185,588 shares of iShares Treasury Floating Rate Bond ETF worth $9.4M as of Q2 2026.
  • Private Advisor Group sold 52,972 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $2.68M.
  • iShares Treasury Floating Rate Bond ETF made up 0.04% of Private Advisor Group's portfolio in Q2 2026, its #408 holding.
  • Private Advisor Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2020 and has held it in 19 quarters since.
  • Private Advisor Group's iShares Treasury Floating Rate Bond ETF position peaked at $45.8M in Q4 2024.
  • 180 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.