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

Triad 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 		$777K Buy
+15,379
New +$778K 0.05% 241
2024
Q3 		– Sell
-17
Closed -$861 – 820
2024
Q2 		$861 Buy
+17
New +$860 ﹤0.01% 887

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

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

Triad Wealth Partners opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 15,379 shares worth $777K. The stake represents 0.05% of the portfolio and ranks #241 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in TFLO as recently as Q2 2024.

Triad Wealth Partners first reported a position in TFLO in Q2 2024 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Triad Wealth Partners held 15,379 shares of iShares Treasury Floating Rate Bond ETF worth $777K as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Triad Wealth Partners position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #241 holding.
  • Triad Wealth Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.