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Wedmont Private Capital’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Wedmont Private Capital’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
Q3 		$706K Buy
13,966
+2,488
+22% +$126K 0.02% 489
2026
Q2 		$580K Buy
11,478
+6,140
+115% +$310K 0.02% 505
2026
Q1 		$270K Buy
+5,338
New +$270K 0.01% 703

Other funds holding TFLO

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return

Wedmont Private Capital's TFLO Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 22% in Q3 2026, buying an estimated $126K and bringing the position to 13,966 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #489.

Wedmont Private Capital first reported a position in TFLO in Q1 2026 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

  • Wedmont Private Capital held 13,966 shares of iShares Treasury Floating Rate Bond ETF worth $706K as of Q3 2026.
  • Wedmont Private Capital bought 2,488 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $126K.
  • iShares Treasury Floating Rate Bond ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #489 holding.
  • Wedmont Private Capital first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.