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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
Q3 		$260K Buy
5,139
+419
+9% +$21.2K 0.02% 489
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 $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

United Advisor Group's TFLO Position: Q3 2026 in Review

United Advisor Group increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 8.9% in Q3 2026, buying an estimated $21.2K and bringing the position to 5,139 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #489.

United Advisor Group first reported a position in TFLO in Q4 2024 and has held it in 4 quarters since. The position peaked at $543K in Q1 2025. 391 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

  • United Advisor Group held 5,139 shares of iShares Treasury Floating Rate Bond ETF worth $260K as of Q3 2026.
  • United Advisor Group bought 419 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $21.2K.
  • iShares Treasury Floating Rate Bond ETF made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #489 holding.
  • United Advisor Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • United Advisor Group's iShares Treasury Floating Rate Bond ETF position peaked at $543K in Q1 2025.
  • 391 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.