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Professional Financial Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Professional Financial Advisors’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 		$2.39M Sell
47,187
-3,007
-6% -$152K 0.41% 41
2026
Q1 		$2.54M Sell
50,194
-1,266
-2% -$64K 0.52% 35
2025
Q4 		$2.6M Sell
51,460
-22,928
-31% -$1.16M 0.53% 31
2025
Q3 		$3.76M Sell
74,388
-3,036
-4% -$153K 0.79% 22
2025
Q2 		$3.92M Buy
77,424
+22,029
+40% +$1.11M 0.91% 21
2025
Q1 		$2.81M Buy
55,395
+2,875
+5% +$145K 0.71% 24
2024
Q4 		$2.65M Sell
52,520
-7,152
-12% -$361K 0.68% 24
2024
Q3 		$3.02M Buy
59,672
+6,593
+12% +$333K 0.78% 23
2024
Q2 		$2.69M Buy
53,079
+13,841
+35% +$700K 0.74% 22
2024
Q1 		$1.99M Sell
39,238
-25,346
-39% -$1.28M 0.57% 28
2023
Q4 		$3.26M Buy
64,584
+29,326
+83% +$1.48M 1.08% 15
2023
Q3 		$1.79M Buy
+35,258
New +$1.78M 0.81% 25
2022
Q4 		– Sell
-139,644
Closed -$7.05M – 414
2022
Q3 		$7.05M Buy
139,644
+53
+0% +$2.67K 4.35% 4
2022
Q2 		$7.04M Buy
+139,591
New +$7.03M 3.93% 4

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Professional Financial Advisors's TFLO Position: Q2 2026 in Review

Professional Financial Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 6% in Q2 2026, selling an estimated $152K and leaving 47,187 shares worth $2.39M. The position accounts for 0.41% of the portfolio, ranked #41.

Professional Financial Advisors first reported a position in TFLO in Q2 2022 and has held it in 14 quarters since. The position peaked at $7.05M in Q3 2022. 93 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Professional Financial Advisors held 47,187 shares of iShares Treasury Floating Rate Bond ETF worth $2.39M as of Q2 2026.
  • Professional Financial Advisors sold 3,007 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $152K.
  • iShares Treasury Floating Rate Bond ETF made up 0.41% of Professional Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Professional Financial Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • Professional Financial Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $7.05M in Q3 2022.
  • 93 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.