RBWA
TFLO icon

RFG - Bristol Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

RFG - Bristol Wealth 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
Q3 		– Sell
-4,108
Closed -$208K – 191
2026
Q2 		$208K Buy
+4,108
New +$208K 0.05% 178

Other funds holding TFLO

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return

RFG - Bristol Wealth Advisors's TFLO Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2026, closing a stake of 4,108 shares — an estimated $208K sold.

RFG - Bristol Wealth Advisors first reported a position in TFLO in Q2 2026 and held it in 1 quarter. The position peaked at $208K in Q2 2026. 40 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

  • RFG - Bristol Wealth Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • RFG - Bristol Wealth Advisors sold 4,108 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $208K.
  • RFG - Bristol Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2026 and held it in 1 quarter.
  • RFG - Bristol Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $208K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.