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Salem Investment Counselors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Salem Investment Counselors’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 		$3.49K Hold
69
– – ﹤0.01% 1047
2026
Q1 		$3.49K Buy
+69
New +$3.49K ﹤0.01% 1013
2025
Q4 		– Sell
-129
Closed -$6.53K – 1064
2025
Q3 		$6.53K Hold
129
– – ﹤0.01% 944
2025
Q2 		$6.53K Hold
129
– – ﹤0.01% 914
2025
Q1 		$6.54K Hold
129
– – ﹤0.01% 898
2024
Q4 		$6.51K Hold
129
– – ﹤0.01% 890
2024
Q3 		$6.53K Sell
129
-50
-28% -$2.53K ﹤0.01% 897
2024
Q2 		$9.07K Sell
179
-593
-77% -$30K ﹤0.01% 851
2024
Q1 		$39.1K Sell
772
-232
-23% -$11.7K ﹤0.01% 601
2023
Q4 		$50.7K Hold
1,004
– – ﹤0.01% 539
2023
Q3 		$50.9K Sell
1,004
-931
-48% -$47.1K ﹤0.01% 521
2023
Q2 		$98K Buy
1,935
+129
+7% +$6.52K ﹤0.01% 418
2023
Q1 		$91.4K Buy
+1,806
New +$91.2K ﹤0.01% 431

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SI
Stash Investments New York $310M AUM 13.03% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Salem Investment Counselors's TFLO Position: Q2 2026 in Review

Salem Investment Counselors held its iShares Treasury Floating Rate Bond ETF (TFLO) position steady in Q2 2026 at 69 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Salem Investment Counselors first reported a position in TFLO in Q1 2023 and has held it in 13 quarters since. The position peaked at $98K in Q2 2023. 243 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Salem Investment Counselors held 69 shares of iShares Treasury Floating Rate Bond ETF worth $3.49K as of Q2 2026.
  • Salem Investment Counselors left its iShares Treasury Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1047 holding.
  • Salem Investment Counselors first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Salem Investment Counselors's iShares Treasury Floating Rate Bond ETF position peaked at $98K in Q2 2023.
  • 243 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.