Strategic Wealth Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Strategic Wealth Partners’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	$241K	Sell	4,759 -1,991	-29%	-$101K	0.01%	287
2026 Q1	$342K	Sell	6,750 -395	-6%	-$20K	0.02%	240
2025 Q4	$361K	Buy	7,145 +47	+0.7%	+$2.37K	0.02%	241
2025 Q3	$359K	Buy	7,098 +524	+8%	+$26.5K	0.03%	261
2025 Q2	$333K	Buy	+6,574	New	+$332K	0.03%	260
2024 Q4	$336K	Sell	6,648 -12,031	-64%	-$608K	0.03%	249
2024 Q3	$945K	Buy	18,679 +4,108	+28%	+$208K	0.09%	150
2024 Q2	$738K	Sell	14,571 -2,403	-14%	-$122K	0.08%	162
2024 Q1	$860K	Sell	16,974 -15,305	-47%	-$774K	0.09%	146
2023 Q4	$1.63M	Buy	32,279 +4,518	+16%	+$229K	0.2%	95
2023 Q3	$1.41M	Buy	27,761 +13,796	+99%	+$698K	0.19%	131
2023 Q2	$708K	Buy	13,965 +2,632	+23%	+$133K	0.09%	175
2023 Q1	$573K	Buy	+11,333	New	+$572K	0.09%	164

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

Strategic Wealth Partners's TFLO Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 29% in Q2 2026, selling an estimated $101K and leaving 4,759 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #287.

Strategic Wealth Partners first reported a position in TFLO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.63M in Q4 2023. 424 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Strategic Wealth Partners held 4,759 shares of iShares Treasury Floating Rate Bond ETF worth $241K as of Q2 2026.
Strategic Wealth Partners sold 1,991 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $101K.
iShares Treasury Floating Rate Bond ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #287 holding.
Strategic Wealth Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Wealth Partners's iShares Treasury Floating Rate Bond ETF position peaked at $1.63M in Q4 2023.
424 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.