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Vision Retirement’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Vision Retirement’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 		$69.3K Sell
1,369
-18
-1% -$910 0.02% 200
2026
Q1 		$70.2K Sell
1,387
-1,572
-53% -$79.5K 0.02% 189
2025
Q4 		$149K Buy
+2,959
New +$149K 0.04% 143

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vision Retirement's TFLO Position: Q2 2026 in Review

Vision Retirement reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 1.3% in Q2 2026, selling an estimated $910 and leaving 1,369 shares worth $69.3K. The position accounts for 0.02% of the portfolio, ranked #200.

Vision Retirement first reported a position in TFLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $149K in Q4 2025. 402 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Vision Retirement held 1,369 shares of iShares Treasury Floating Rate Bond ETF worth $69.3K as of Q2 2026.
  • Vision Retirement sold 18 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $910.
  • iShares Treasury Floating Rate Bond ETF made up 0.02% of Vision Retirement's portfolio in Q2 2026, its #200 holding.
  • Vision Retirement first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares Treasury Floating Rate Bond ETF position peaked at $149K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.