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

Tactive 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	$478K	Buy	9,434 +154	+2%	+$7.79K	0.12%	158
2026 Q1	$470K	Sell	9,280 -2,238	-19%	-$113K	0.13%	148
2025 Q4	$581K	Buy	11,518 +5,535	+93%	+$280K	0.17%	130
2025 Q3	$303K	Buy	5,983 +241	+4%	+$12.2K	0.09%	199
2025 Q2	$291K	Buy	+5,742	New	+$290K	0.09%	176
2024 Q1	$918K	Sell	18,111 -13,793	-43%	-$698K	0.49%	47
2023 Q4	$1.61M	Sell	31,904 -6,164	-16%	-$312K	1.04%	25
2023 Q3	$1.93M	Buy	38,068 +5,514	+17%	+$279K	1.67%	15
2023 Q2	$1.65M	Buy	32,554 +20,290	+165%	+$1.03M	1.26%	19
2023 Q1	$620K	Buy	+12,264	New	+$619K	0.46%	27

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

Tactive Advisors's TFLO Position: Q2 2026 in Review

Tactive Advisors increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 1.7% in Q2 2026, buying an estimated $7.79K and bringing the position to 9,434 shares worth $478K. The position accounts for 0.12% of the portfolio, ranked #158.

Tactive Advisors first reported a position in TFLO in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.93M in Q3 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Tactive Advisors held 9,434 shares of iShares Treasury Floating Rate Bond ETF worth $478K as of Q2 2026.
Tactive Advisors bought 154 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $7.79K.
iShares Treasury Floating Rate Bond ETF made up 0.12% of Tactive Advisors's portfolio in Q2 2026, its #158 holding.
Tactive Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2023 and has held it in 10 quarters since.
Tactive Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $1.93M in Q3 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.