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Steward Partners Investment Advisory’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Steward Partners Investment Advisory’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 		$793K Buy
15,659
+6,205
+66% +$314K ﹤0.01% 1435
2026
Q1 		$479K Sell
9,454
-1,181
-11% -$59.7K ﹤0.01% 1556
2025
Q4 		$537K Sell
10,635
-1,083
-9% -$54.7K ﹤0.01% 1384
2025
Q3 		$593K Sell
11,718
-50
-0.4% -$2.53K ﹤0.01% 1289
2025
Q2 		$596K Sell
11,768
-2,141
-15% -$108K ﹤0.01% 1211
2025
Q1 		$705K Sell
13,909
-44
-0.3% -$2.23K 0.01% 1059
2024
Q4 		$704K Sell
13,953
-3,351
-19% -$169K 0.01% 1011
2024
Q3 		$876K Buy
17,304
+3,386
+24% +$171K 0.01% 903
2024
Q2 		$705K Buy
13,918
+459
+3% +$23.2K 0.01% 925
2024
Q1 		$682K Sell
13,459
-84,830
-86% -$4.29M 0.01% 929
2023
Q4 		$4.96M Sell
98,289
-73,082
-43% -$3.7M 0.07% 290
2023
Q3 		$8.7M Buy
171,371
+11,649
+7% +$590K 0.13% 163
2023
Q2 		$8.09M Sell
159,722
-1,648
-1% -$83.3K 0.12% 179
2023
Q1 		$8.16M Sell
161,370
-12,700
-7% -$641K 0.13% 173
2022
Q4 		$8.77M Buy
174,070
+3,216
+2% +$162K 0.15% 159
2022
Q3 		$8.63M Buy
+170,854
New +$8.61M 0.16% 150

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Raymond James Financial
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

Steward Partners Investment Advisory's TFLO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 66% in Q2 2026, buying an estimated $314K and bringing the position to 15,659 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Steward Partners Investment Advisory first reported a position in TFLO in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.77M in Q4 2022. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Steward Partners Investment Advisory held 15,659 shares of iShares Treasury Floating Rate Bond ETF worth $793K as of Q2 2026.
  • Steward Partners Investment Advisory bought 6,205 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $314K.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1435 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Steward Partners Investment Advisory's iShares Treasury Floating Rate Bond ETF position peaked at $8.77M in Q4 2022.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.