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Regal Investment Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Regal Investment 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 		$957K Buy
18,894
+2,091
+12% +$106K 0.05% 328
2026
Q1 		$851K Buy
16,803
+2,060
+14% +$104K 0.05% 325
2025
Q4 		$744K Buy
14,743
+1,849
+14% +$93.4K 0.04% 343
2025
Q3 		$652K Buy
12,894
+178
+1% +$9K 0.04% 333
2025
Q2 		$644K Buy
12,716
+1,698
+15% +$85.9K 0.05% 303
2025
Q1 		$558K Sell
11,018
-7,307
-40% -$370K 0.05% 305
2024
Q4 		$925K Buy
18,325
+3,161
+21% +$160K 0.07% 239
2024
Q3 		$767K Sell
15,164
-18,214
-55% -$921K 0.05% 279
2024
Q2 		$1.69M Buy
33,378
+4,757
+17% +$241K 0.11% 196
2024
Q1 		$1.45M Sell
28,621
-91,984
-76% -$4.65M 0.1% 204
2023
Q4 		$6.09M Buy
120,605
+1,416
+1% +$71.6K 0.46% 60
2023
Q3 		$6.05M Buy
119,189
+70,645
+146% +$3.58M 0.51% 54
2023
Q2 		$2.46M Sell
48,544
-4,488
-8% -$227K 0.21% 123
2023
Q1 		$2.68M Buy
53,032
+6,399
+14% +$323K 0.24% 118
2022
Q4 		$2.35M Buy
46,633
+42,002
+907% +$2.12M 0.23% 113
2022
Q3 		$234K Buy
+4,631
New +$234K 0.02% 413

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Raymond James Financial
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

Regal Investment Advisors's TFLO Position: Q2 2026 in Review

Regal Investment Advisors increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 12% in Q2 2026, buying an estimated $106K and bringing the position to 18,894 shares worth $957K. The position accounts for 0.05% of the portfolio, ranked #328.

Regal Investment Advisors first reported a position in TFLO in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.09M in Q4 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Regal Investment Advisors held 18,894 shares of iShares Treasury Floating Rate Bond ETF worth $957K as of Q2 2026.
  • Regal Investment Advisors bought 2,091 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $106K.
  • iShares Treasury Floating Rate Bond ETF made up 0.05% of Regal Investment Advisors's portfolio in Q2 2026, its #328 holding.
  • Regal Investment Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Regal Investment Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $6.09M in Q4 2023.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.