Searle & Co
TFLO icon

Searle & Co’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Searle & Co’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 		$319K Buy
+6,290
New +$318K 0.08% 153
2025
Q2 		– Sell
-4,200
Closed -$213K – 185
2025
Q1 		$213K Hold
4,200
– – 0.06% 167
2024
Q4 		$212K Hold
4,200
– – 0.06% 166
2024
Q3 		$213K Buy
+4,200
New +$212K 0.05% 161

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Stash Investments
Stash Investments New York $342M AUM 7.51% 1-Year Est. Return
Walker Financial Services
Walker Financial Services Bowling Green, Kentucky $341M AUM 5.38% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Searle & Co's TFLO Position: Q3 2026 in Review

Searle & Co opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2026: 6,290 shares worth $319K. The stake represents 0.08% of the portfolio and ranks #153 among its holdings. This is a return to the name: Searle & Co previously reported a position in TFLO as recently as Q1 2025.

Searle & Co first reported a position in TFLO in Q3 2024 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

  • Searle & Co held 6,290 shares of iShares Treasury Floating Rate Bond ETF worth $319K as of Q3 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Searle & Co position in Q3 2026.
  • iShares Treasury Floating Rate Bond ETF made up 0.08% of Searle & Co's portfolio in Q3 2026, its #153 holding.
  • Searle & Co first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Searle & Co's 13F filing for Q3 2026, filed 4 Nov 2026.