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United Advisor Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

United Advisor Group’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 		$239K Buy
+4,720
New +$239K 0.03% 480
2025
Q2 		– Sell
-10,720
Closed -$543K – 396
2025
Q1 		$543K Buy
10,720
+1,898
+22% +$96K 0.11% 176
2024
Q4 		$445K Buy
+8,822
New +$446K 0.09% 216

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

United Advisor Group's TFLO Position: Q2 2026 in Review

United Advisor Group opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 4,720 shares worth $239K. The stake represents 0.03% of the portfolio and ranks #480 among its holdings. This is a return to the name: United Advisor Group previously reported a position in TFLO as recently as Q1 2025.

United Advisor Group first reported a position in TFLO in Q4 2024 and has held it in 3 quarters since. The position peaked at $543K in Q1 2025. 423 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • United Advisor Group held 4,720 shares of iShares Treasury Floating Rate Bond ETF worth $239K as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new United Advisor Group position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #480 holding.
  • United Advisor Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • United Advisor Group's iShares Treasury Floating Rate Bond ETF position peaked at $543K in Q1 2025.
  • 423 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.