Two West Capital Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Two West Capital 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	$412K	Sell	8,152 -12,631	-61%	-$639K	0.21%	69
2026 Q1	$1.05M	Buy	20,783 +160	+0.8%	+$8.09K	0.56%	38
2025 Q4	$1.04M	Buy	20,623 +1,575	+8%	+$79.5K	0.6%	35
2025 Q3	$963K	Buy	19,048 +442	+2%	+$22.3K	0.58%	33
2025 Q2	$942K	Buy	18,606 +1,106	+6%	+$55.9K	0.62%	31
2025 Q1	$884K	Sell	17,500 -1,430	-8%	-$72.3K	0.74%	20
2024 Q4	$955K	Buy	18,930 +4,185	+28%	+$211K	0.82%	18
2024 Q3	$746K	Buy	14,745 +4,303	+41%	+$217K	0.6%	27
2024 Q2	$529K	Buy	+10,442	New	+$528K	0.5%	33

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

Two West Capital Advisors's TFLO Position: Q2 2026 in Review

Two West Capital Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 61% in Q2 2026, selling an estimated $639K and leaving 8,152 shares worth $412K. The position accounts for 0.21% of the portfolio, ranked #69.

Two West Capital Advisors first reported a position in TFLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q1 2026. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Two West Capital Advisors held 8,152 shares of iShares Treasury Floating Rate Bond ETF worth $412K as of Q2 2026.
Two West Capital Advisors sold 12,631 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $639K.
iShares Treasury Floating Rate Bond ETF made up 0.21% of Two West Capital Advisors's portfolio in Q2 2026, its #69 holding.
Two West Capital Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Two West Capital Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $1.05M in Q1 2026.
422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.