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

Stirlingshire 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 		$211K Buy
4,163
+37
+0.9% +$1.87K 0.16% 205
2026
Q1 		$209K Buy
4,126
+24
+0.6% +$1.21K 0.18% 183
2025
Q4 		$207K Buy
+4,102
New +$207K 0.18% 182

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

Stirlingshire Investments's TFLO Position: Q2 2026 in Review

Stirlingshire Investments increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.9% in Q2 2026, buying an estimated $1.87K and bringing the position to 4,163 shares worth $211K. The position accounts for 0.16% of the portfolio, ranked #205.

Stirlingshire Investments first reported a position in TFLO in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Stirlingshire Investments held 4,163 shares of iShares Treasury Floating Rate Bond ETF worth $211K as of Q2 2026.
  • Stirlingshire Investments bought 37 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $1.87K.
  • iShares Treasury Floating Rate Bond ETF made up 0.16% of Stirlingshire Investments's portfolio in Q2 2026, its #205 holding.
  • Stirlingshire Investments first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Stirlingshire Investments's 13F filing for Q2 2026, filed 31 Jul 2026.