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Signature Estate & Investment Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Signature Estate & Investment 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 		$269K Sell
5,318
-352
-6% -$17.8K ﹤0.01% 575
2026
Q1 		$287K Sell
5,670
-4,723
-45% -$239K 0.01% 546
2025
Q4 		$524K Buy
10,393
+124
+1% +$6.26K 0.01% 380
2025
Q3 		$520K Sell
10,269
-1,862
-15% -$94.1K 0.01% 377
2025
Q2 		$614K Buy
12,131
+2,820
+30% +$143K 0.01% 321
2025
Q1 		$472K Buy
9,311
+66
+0.7% +$3.34K 0.01% 352
2024
Q4 		$467K Sell
9,245
-6,372
-41% -$322K 0.01% 341
2024
Q3 		$790K Sell
15,617
-8,812
-36% -$445K 0.02% 233
2024
Q2 		$1.24M Sell
24,429
-2,685
-10% -$136K 0.03% 165
2024
Q1 		$1.37M Sell
27,114
-18,624
-41% -$942K 0.04% 82
2023
Q4 		$2.31M Buy
45,738
+20,856
+84% +$1.05M 0.07% 78
2023
Q3 		$1.26M Sell
24,882
-5,522
-18% -$279K 0.04% 83
2023
Q2 		$1.54M Buy
+30,404
New +$1.54M 0.05% 82

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Signature Estate & Investment Advisors's TFLO Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 6.2% in Q2 2026, selling an estimated $17.8K and leaving 5,318 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Signature Estate & Investment Advisors first reported a position in TFLO in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.31M in Q4 2023. 279 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Signature Estate & Investment Advisors held 5,318 shares of iShares Treasury Floating Rate Bond ETF worth $269K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 352 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $17.8K.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #575 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Signature Estate & Investment Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $2.31M in Q4 2023.
  • 279 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.