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Secure Asset Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Secure Asset Management’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 		$1.43M Buy
28,332
+4,475
+19% +$226K 0.2% 113
2026
Q1 		$1.21M Sell
23,857
-203
-0.8% -$10.3K 0.19% 117
2025
Q4 		$1.21M Buy
24,060
+15,453
+180% +$780K 0.19% 118
2025
Q3 		$434K Sell
8,607
-2,174
-20% -$110K 0.07% 199
2025
Q2 		$546K Sell
10,781
-5,140
-32% -$260K 0.1% 180
2025
Q1 		$807K Buy
15,921
+851
+6% +$43K 0.16% 135
2024
Q4 		$761K Sell
15,070
-7,235
-32% -$365K 0.12% 156
2024
Q3 		$1.13M Buy
22,305
+1,463
+7% +$73.9K 0.19% 121
2024
Q2 		$1.06M Buy
+20,842
New +$1.05M 0.2% 116
2024
Q1 		– Sell
-6,575
Closed -$332K – 250
2023
Q4 		$332K Sell
6,575
-4,204
-39% -$213K 0.09% 161
2023
Q3 		$547K Sell
10,779
-684
-6% -$34.6K 0.16% 118
2023
Q2 		$581K Buy
11,463
+840
+8% +$42.5K 0.18% 106
2023
Q1 		$537K Buy
+10,623
New +$536K 0.18% 109

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

Secure Asset Management's TFLO Position: Q2 2026 in Review

Secure Asset Management increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 19% in Q2 2026, buying an estimated $226K and bringing the position to 28,332 shares worth $1.43M. The position accounts for 0.2% of the portfolio, ranked #113.

Secure Asset Management first reported a position in TFLO in Q1 2023 and has held it in 13 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Secure Asset Management held 28,332 shares of iShares Treasury Floating Rate Bond ETF worth $1.43M as of Q2 2026.
  • Secure Asset Management bought 4,475 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $226K.
  • iShares Treasury Floating Rate Bond ETF made up 0.2% of Secure Asset Management's portfolio in Q2 2026, its #113 holding.
  • Secure Asset Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.