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Sequoia Financial Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Sequoia Financial 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
Q2 		$393K Buy
+7,753
New +$392K ﹤0.01% 1497

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sequoia Financial Advisors's TFLO Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 7,753 shares worth $393K. The stake represents ﹤0.01% of the portfolio and ranks #1497 among its holdings.

123 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Sequoia Financial Advisors held 7,753 shares of iShares Treasury Floating Rate Bond ETF worth $393K as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Sequoia Financial Advisors position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1497 holding.
  • 123 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.