WCG Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

WCG Wealth 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	$952K	Sell	18,804 -1,327	-7%	-$67.1K	0.02%	415
2026 Q1	$1.02M	Buy	20,131 +5,661	+39%	+$286K	0.03%	376
2025 Q4	$730K	Buy	+14,470	New	+$731K	0.02%	400
2024 Q2	–	Sell	-62,541	Closed	-$3.17M	–	304
2024 Q1	$3.17M	Buy	62,541 +49,473	+379%	+$2.5M	0.27%	88
2023 Q4	$660K	Buy	+13,068	New	+$661K	0.05%	228

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

WCG Wealth Advisors's TFLO Position: Q2 2026 in Review

WCG Wealth Advisors reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 6.6% in Q2 2026, selling an estimated $67.1K and leaving 18,804 shares worth $952K. The position accounts for 0.02% of the portfolio, ranked #415.

WCG Wealth Advisors first reported a position in TFLO in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.17M in Q1 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

WCG Wealth Advisors held 18,804 shares of iShares Treasury Floating Rate Bond ETF worth $952K as of Q2 2026.
WCG Wealth Advisors sold 1,327 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $67.1K.
iShares Treasury Floating Rate Bond ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #415 holding.
WCG Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and has held it in 5 quarters since.
WCG Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $3.17M in Q1 2024.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.