Wealth Enhancement Advisory Services’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Wealth Enhancement Advisory Services’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	$3.16M	Buy	62,535 +7,625	+14%	+$386K	0.01%	1280
2026 Q1	$2.77M	Sell	54,910 -94,940	-63%	-$4.8M	0.01%	1212
2025 Q4	$7.56M	Buy	149,850 +11,251	+8%	+$568K	0.01%	810
2025 Q3	$6.99M	Buy	138,599 +7,430	+6%	+$376K	0.01%	804
2025 Q2	$6.62M	Sell	131,169 -15,360	-10%	-$777K	0.01%	786
2025 Q1	$7.42M	Sell	146,529 -7,033	-5%	-$356K	0.01%	690
2024 Q4	$7.75M	Buy	153,562 +24,833	+19%	+$1.25M	0.01%	641
2024 Q3	$6.51M	Buy	128,729 +73,881	+135%	+$3.73M	0.01%	648
2024 Q2	$2.78M	Sell	54,848 -12,527	-19%	-$634K	0.01%	874
2024 Q1	$3.42M	Sell	67,375 -13,009	-16%	-$658K	0.01%	775
2023 Q4	$4.06M	Buy	80,384 +8,149	+11%	+$412K	0.01%	664
2023 Q3	$3.67M	Buy	+72,235	New	+$3.66M	0.01%	661

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

Wealth Enhancement Advisory Services's TFLO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 14% in Q2 2026, buying an estimated $386K and bringing the position to 62,535 shares worth $3.16M. The position accounts for 0.01% of the portfolio, ranked #1280.

Wealth Enhancement Advisory Services first reported a position in TFLO in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.75M in Q4 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Wealth Enhancement Advisory Services held 62,535 shares of iShares Treasury Floating Rate Bond ETF worth $3.16M as of Q2 2026.
Wealth Enhancement Advisory Services bought 7,625 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $386K.
iShares Treasury Floating Rate Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1280 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares Treasury Floating Rate Bond ETF position peaked at $7.75M in Q4 2024.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.