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

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

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. 424 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.
424 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.