Stash Investments’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Stash Investments’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	$51.2M	Buy	1,011,545 +104,557	+12%	+$5.29M	16.51%	3
2026 Q1	$45.9M	Buy	906,988 +35,331	+4%	+$1.79M	17.81%	3
2025 Q4	$44M	Buy	871,657 +73,290	+9%	+$3.7M	17.63%	4
2025 Q3	$40.4M	Buy	798,367 +74,790	+10%	+$3.78M	17.38%	4
2025 Q2	$36.6M	Buy	723,577 +60,700	+9%	+$3.07M	17.39%	4
2025 Q1	$33.6M	Buy	662,877 +34,733	+6%	+$1.76M	17.98%	3
2024 Q4	$31.7M	Buy	628,144 +40,018	+7%	+$2.02M	17.9%	3
2024 Q3	$29.8M	Buy	588,126 +53,050	+10%	+$2.68M	17.56%	4
2024 Q2	$27.1M	Buy	535,076 +46,343	+9%	+$2.34M	17.87%	3
2024 Q1	$24.8M	Buy	488,733 +53,245	+12%	+$2.69M	17.72%	3
2023 Q4	$22M	Buy	+435,488	New	+$22M	17.87%	3

Other funds holding TFLO

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

Stash Investments's TFLO Position: Q2 2026 in Review

Stash Investments increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 12% in Q2 2026, buying an estimated $5.29M and bringing the position to 1,011,545 shares worth $51.2M. The position accounts for 16.51% of the portfolio, ranked #3.

Stash Investments first reported a position in TFLO in Q4 2023 and has held it in 11 quarters since. 420 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Stash Investments held 1,011,545 shares of iShares Treasury Floating Rate Bond ETF worth $51.2M as of Q2 2026.
Stash Investments bought 104,557 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $5.29M.
iShares Treasury Floating Rate Bond ETF made up 16.51% of Stash Investments's portfolio in Q2 2026, its #3 holding.
Stash Investments first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and has held it in 11 quarters since.
420 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Stash Investments's 13F filing for Q2 2026, filed 29 Jul 2026.