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

RetireMitten Financial’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 		– Sell
-128
Closed -$6.48K – 139
2026
Q1 		$6.48K Buy
+128
New +$6.47K ﹤0.01% 136

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

RetireMitten Financial's TFLO Position: Q2 2026 in Review

RetireMitten Financial sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026, closing a stake of 128 shares — an estimated $6.48K sold.

RetireMitten Financial first reported a position in TFLO in Q1 2026 and held it in 1 quarter. The position peaked at $6.48K in Q1 2026. 420 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • RetireMitten Financial reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • RetireMitten Financial sold 128 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $6.48K.
  • RetireMitten Financial first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2026 and held it in 1 quarter.
  • RetireMitten Financial's iShares Treasury Floating Rate Bond ETF position peaked at $6.48K in Q1 2026.
  • 420 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on RetireMitten Financial's 13F filing for Q2 2026, filed 10 Aug 2026.