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Southern Capital Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Southern Capital 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 		$211K Buy
+4,160
New +$210K 0.09% 83
2025
Q2 		– Sell
-3,975
Closed -$201K – 84
2025
Q1 		$201K Buy
+3,975
New +$201K 0.11% 77

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 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
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Southern Capital Advisors's TFLO Position: Q2 2026 in Review

Southern Capital Advisors opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 4,160 shares worth $211K. The stake represents 0.09% of the portfolio and ranks #83 among its holdings. This is a return to the name: Southern Capital Advisors previously reported a position in TFLO as recently as Q1 2025.

Southern Capital Advisors first reported a position in TFLO in Q1 2025 and has held it in 2 quarters since. 199 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Southern Capital Advisors held 4,160 shares of iShares Treasury Floating Rate Bond ETF worth $211K as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Southern Capital Advisors position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up 0.09% of Southern Capital Advisors's portfolio in Q2 2026, its #83 holding.
  • Southern Capital Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 199 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.