Prospera Financial Services’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Prospera Financial Services’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	$669K	Sell	13,208 -1,594	-11%	-$80.6K	0.01%	926
2026 Q1	$749K	Sell	14,802 -99	-0.7%	-$5K	0.01%	841
2025 Q4	$752K	Sell	14,901 -1,963	-12%	-$99.1K	0.01%	785
2025 Q3	$853K	Buy	16,864 +1,081	+7%	+$54.6K	0.01%	743
2025 Q2	$799K	Buy	15,783 +6,321	+67%	+$320K	0.01%	734
2025 Q1	$479K	Buy	9,462 +752	+9%	+$38K	0.01%	796
2024 Q4	$440K	Sell	8,710 -5,319	-38%	-$269K	0.01%	780
2024 Q3	$710K	Buy	14,029 +5,104	+57%	+$258K	0.02%	614
2024 Q2	$452K	Sell	8,925 -6,110	-41%	-$309K	0.01%	744
2024 Q1	$762K	Buy	15,035 +5,188	+53%	+$262K	0.02%	570
2023 Q4	$497K	Sell	9,847 -306	-3%	-$15.5K	0.02%	667
2023 Q3	$515K	Sell	10,153 -65,752	-87%	-$3.33M	0.02%	604
2023 Q2	$3.85M	Sell	75,905 -71,567	-49%	-$3.62M	0.15%	155
2023 Q1	$7.46M	Buy	147,472 +46,811	+47%	+$2.36M	0.31%	70
2022 Q4	$5.07M	Buy	+100,661	New	+$5.08M	0.25%	95

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

Prospera Financial Services's TFLO Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 11% in Q2 2026, selling an estimated $80.6K and leaving 13,208 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #926.

Prospera Financial Services first reported a position in TFLO in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.46M in Q1 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Prospera Financial Services held 13,208 shares of iShares Treasury Floating Rate Bond ETF worth $669K as of Q2 2026.
Prospera Financial Services sold 1,594 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $80.6K.
iShares Treasury Floating Rate Bond ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #926 holding.
Prospera Financial Services first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Prospera Financial Services's iShares Treasury Floating Rate Bond ETF position peaked at $7.46M in Q1 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.