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Taylor & Morgan Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Taylor & Morgan Wealth Management’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 		$300K Buy
5,930
+13
+0.2% +$657 0.15% 67
2026
Q1 		$300K Sell
5,917
-493
-8% -$24.9K 0.17% 63
2025
Q4 		$323K Buy
6,410
+17
+0.3% +$858 0.18% 62
2025
Q3 		$323K Buy
6,393
+14
+0.2% +$708 0.2% 56
2025
Q2 		$323K Buy
6,379
+14
+0.2% +$708 0.22% 53
2025
Q1 		$322K Sell
6,365
-3,882
-38% -$196K 0.24% 49
2024
Q4 		$517K Hold
10,247
– – 0.36% 41
2024
Q3 		$518K Sell
10,247
-4,240
-29% -$214K 0.35% 39
2024
Q2 		$734K Sell
14,487
-897
-6% -$45.4K 0.52% 27
2024
Q1 		$780K Sell
15,384
-7,493
-33% -$379K 0.57% 24
2023
Q4 		$1.15M Sell
22,877
-2,968
-11% -$150K 0.92% 21
2023
Q3 		$1.31M Buy
25,845
+4,529
+21% +$229K 1.18% 17
2023
Q2 		$1.08M Sell
21,316
-7,380
-26% -$373K 0.89% 21
2023
Q1 		$1.45M Buy
+28,696
New +$1.45M 1.26% 16

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SI
Stash Investments New York $310M AUM 13.03% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Taylor & Morgan Wealth Management's TFLO Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.22% in Q2 2026, buying an estimated $657 and bringing the position to 5,930 shares worth $300K. The position accounts for 0.15% of the portfolio, ranked #67.

Taylor & Morgan Wealth Management first reported a position in TFLO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.45M in Q1 2023. 195 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Taylor & Morgan Wealth Management held 5,930 shares of iShares Treasury Floating Rate Bond ETF worth $300K as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 13 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $657.
  • iShares Treasury Floating Rate Bond ETF made up 0.15% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Taylor & Morgan Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Taylor & Morgan Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $1.45M in Q1 2023.
  • 195 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.