Savvy Advisors Inc’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Savvy Advisors Inc’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	$638K	Buy	12,610 +5,391	+75%	+$273K	0.01%	687
2026 Q1	$365K	Sell	7,219 -630	-8%	-$31.9K	0.01%	791
2025 Q4	$396K	Buy	+7,849	New	+$396K	0.01%	653
2025 Q1	–	Sell	-113,487	Closed	-$5.73M	–	538
2024 Q4	$5.73M	Buy	113,487 +16,504	+17%	+$834K	0.69%	24
2024 Q3	$4.91M	Buy	96,983 +56,413	+139%	+$2.85M	1%	19
2024 Q2	$2.06M	Buy	40,570 +1,250	+3%	+$63.2K	0.67%	29
2024 Q1	$1.99M	Buy	39,320 +20,572	+110%	+$1.04M	1.15%	14
2023 Q4	$946K	Buy	+18,748	New	+$948K	0.92%	19

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

Savvy Advisors Inc's TFLO Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 75% in Q2 2026, buying an estimated $273K and bringing the position to 12,610 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #687.

Savvy Advisors Inc first reported a position in TFLO in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.73M in Q4 2024. 425 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Savvy Advisors Inc held 12,610 shares of iShares Treasury Floating Rate Bond ETF worth $638K as of Q2 2026.
Savvy Advisors Inc bought 5,391 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $273K.
iShares Treasury Floating Rate Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #687 holding.
Savvy Advisors Inc first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Savvy Advisors Inc's iShares Treasury Floating Rate Bond ETF position peaked at $5.73M in Q4 2024.
425 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.