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Sound Income Strategies’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Sound Income Strategies’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 		– Sell
-6,526
Closed -$329K – 2202
2026
Q1 		$329K Buy
+6,526
New +$330K 0.02% 308
2024
Q2 		– Sell
-2,781
Closed -$141K – 1487
2024
Q1 		$141K Buy
2,781
+318
+13% +$16.1K 0.01% 258
2023
Q4 		$124K Buy
2,463
+2,270
+1,176% +$115K 0.01% 254
2023
Q3 		$9.79K Buy
+193
New +$9.77K ﹤0.01% 598

Other funds holding TFLO

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 22.94% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sound Income Strategies's TFLO Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026, closing a stake of 6,526 shares — an estimated $329K sold.

Sound Income Strategies first reported a position in TFLO in Q3 2023 and held it in 4 quarters. The position peaked at $329K in Q1 2026. 223 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 6,526 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $329K.
  • Sound Income Strategies first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 4 quarters.
  • Sound Income Strategies's iShares Treasury Floating Rate Bond ETF position peaked at $329K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.