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United Capital Financial Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

United Capital Financial 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 		$517K Sell
10,201
-148,889
-94% -$7.53M ﹤0.01% 1099
2026
Q1 		$8.05M Sell
159,090
-29,597
-16% -$1.5M 0.05% 273
2025
Q4 		$9.52M Buy
188,687
+1,863
+1% +$94.1K 0.06% 247
2025
Q3 		$9.45M Sell
186,824
-45
-0% -$2.27K 0.07% 222
2025
Q2 		$9.46M Sell
186,869
-6,687
-3% -$338K 0.08% 205
2025
Q1 		$9.81M Buy
193,556
+248
+0.1% +$12.5K 0.08% 184
2024
Q4 		$9.76M Sell
193,308
-169,639
-47% -$8.57M 0.08% 176
2024
Q3 		$18.4M Sell
362,947
-3,469
-0.9% -$175K 0.15% 129
2024
Q2 		$18.6M Buy
366,416
+189,488
+107% +$9.58M 0.16% 125
2024
Q1 		$8.97M Sell
176,928
-1,157,233
-87% -$58.5M 0.07% 193
2023
Q4 		$67.3M Buy
1,334,161
+1,206,622
+946% +$61M 0.56% 37
2023
Q3 		$6.47M Buy
127,539
+82,607
+184% +$4.18M 0.04% 272
2023
Q2 		$2.28M Sell
44,932
-6,802
-13% -$344K 0.01% 429
2023
Q1 		$2.62M Buy
51,734
+30,419
+143% +$1.54M 0.01% 409
2022
Q4 		$1.07M Buy
+21,315
New +$1.08M 0.01% 594
2020
Q3 		– Sell
-8,751
Closed -$440K – 1228
2020
Q2 		$440K Sell
8,751
-1,143
-12% -$57.5K ﹤0.01% 913
2020
Q1 		$498K Buy
+9,894
New +$498K ﹤0.01% 818

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 Capital Financial Advisors's TFLO Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 94% in Q2 2026, selling an estimated $7.53M and leaving 10,201 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

United Capital Financial Advisors first reported a position in TFLO in Q1 2020 and has held it in 17 quarters since. The position peaked at $67.3M in Q4 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • United Capital Financial Advisors held 10,201 shares of iShares Treasury Floating Rate Bond ETF worth $517K as of Q2 2026.
  • United Capital Financial Advisors sold 148,889 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $7.53M.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1099 holding.
  • United Capital Financial Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2020 and has held it in 17 quarters since.
  • United Capital Financial Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $67.3M in Q4 2023.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.