JMBAI
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J. M. Brown & Associates Inc.’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

J. M. Brown & Associates Inc.’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 		$817K Buy
+16,130
New +$816K 0.47% 65

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AIA
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BCM
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RI
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WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

J. M. Brown & Associates Inc.'s TFLO Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 16,130 shares worth $817K. The stake represents 0.47% of the portfolio and ranks #65 among its holdings.

135 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • J. M. Brown & Associates Inc. held 16,130 shares of iShares Treasury Floating Rate Bond ETF worth $817K as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up 0.47% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #65 holding.
  • 135 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.