Tucker Asset Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Tucker Asset 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	$1.47K	Hold	29	–	–	﹤0.01%	403
2026 Q1	$1.47K	Hold	29	–	–	﹤0.01%	347
2025 Q4	$1.46K	Buy	+29	New	+$1.46K	﹤0.01%	894

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

Tucker Asset Management's TFLO Position: Q2 2026 in Review

Tucker Asset Management held its iShares Treasury Floating Rate Bond ETF (TFLO) position steady in Q2 2026 at 29 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Tucker Asset Management first reported a position in TFLO in Q4 2025 and has held it in 3 quarters since. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Tucker Asset Management held 29 shares of iShares Treasury Floating Rate Bond ETF worth $1.47K as of Q2 2026.
Tucker Asset Management left its iShares Treasury Floating Rate Bond ETF share count unchanged in Q2 2026.
iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #403 holding.
Tucker Asset Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.