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

WealthShield 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	$52K	Sell	1,028 -310	-23%	-$15.7K	0.01%	283
2026 Q1	$67.7K	Sell	1,338 -284	-18%	-$14.4K	0.01%	433
2025 Q4	$81.8K	Sell	1,622 -20	-1%	-$1.01K	0.01%	409
2025 Q3	$83.1K	Sell	1,642 -9	-0.5%	-$455	0.01%	405
2025 Q2	$83.6K	Sell	1,651 -134	-8%	-$6.78K	0.01%	397
2025 Q1	$90.4K	Buy	1,785 +19	+1%	+$961	0.01%	378
2024 Q4	$89.1K	Sell	1,766 -97	-5%	-$4.9K	0.01%	351
2024 Q3	$94.3K	Sell	1,863 -5,946	-76%	-$301K	0.01%	351
2024 Q2	$396K	Buy	7,809 +127	+2%	+$6.42K	0.06%	220
2024 Q1	$389K	Sell	7,682 -46,092	-86%	-$2.33M	0.06%	212
2023 Q4	$2.71M	Sell	53,774 -6,246	-10%	-$316K	0.45%	61
2023 Q3	$3.05M	Buy	+60,020	New	+$3.04M	0.46%	56

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

WealthShield Partners's TFLO Position: Q2 2026 in Review

WealthShield Partners reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 23% in Q2 2026, selling an estimated $15.7K and leaving 1,028 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #283.

WealthShield Partners first reported a position in TFLO in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.05M in Q3 2023. 424 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

WealthShield Partners held 1,028 shares of iShares Treasury Floating Rate Bond ETF worth $52K as of Q2 2026.
WealthShield Partners sold 310 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $15.7K.
iShares Treasury Floating Rate Bond ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #283 holding.
WealthShield Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 12 quarters since.
WealthShield Partners's iShares Treasury Floating Rate Bond ETF position peaked at $3.05M in Q3 2023.
424 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.