Wealthcare Advisory Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Wealthcare Advisory Partners’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	$328K	Buy	6,487 +186	+3%	+$9.4K	0.01%	844
2026 Q1	$319K	Sell	6,301 -2,031	-24%	-$103K	0.01%	855
2025 Q4	$420K	Sell	8,332 -11	-0.1%	-$555	0.01%	755
2025 Q3	$422K	Sell	8,343 -17	-0.2%	-$859	0.01%	723
2025 Q2	$423K	Sell	8,360 -4,708	-36%	-$238K	0.01%	686
2025 Q1	$662K	Buy	13,068 +2,809	+27%	+$142K	0.02%	528
2024 Q4	$518K	Sell	10,259 -149	-1%	-$7.53K	0.01%	561
2024 Q3	$527K	Sell	10,408 -263	-2%	-$13.3K	0.02%	554
2024 Q2	$541K	Buy	10,671 +390	+4%	+$19.7K	0.02%	521
2024 Q1	$521K	Buy	10,281 +3,729	+57%	+$189K	0.02%	530
2023 Q4	$331K	Sell	6,552 -2,200	-25%	-$111K	0.01%	581
2023 Q3	$444K	Sell	8,752 -10,220	-54%	-$517K	0.02%	462
2023 Q2	$961K	Buy	18,972 +10,618	+127%	+$537K	0.04%	296
2023 Q1	$423K	Buy	+8,354	New	+$422K	0.02%	496

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

Wealthcare Advisory Partners's TFLO Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 3% in Q2 2026, buying an estimated $9.4K and bringing the position to 6,487 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #844.

Wealthcare Advisory Partners first reported a position in TFLO in Q1 2023 and has held it in 14 quarters since. The position peaked at $961K in Q2 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Wealthcare Advisory Partners held 6,487 shares of iShares Treasury Floating Rate Bond ETF worth $328K as of Q2 2026.
Wealthcare Advisory Partners bought 186 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $9.4K.
iShares Treasury Floating Rate Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #844 holding.
Wealthcare Advisory Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Wealthcare Advisory Partners's iShares Treasury Floating Rate Bond ETF position peaked at $961K in Q2 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.