World Investment Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

World Investment 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	–	Sell	-4,183	Closed	-$212K	–	1599
2026 Q1	$212K	Sell	4,183 -821	-16%	-$41.5K	﹤0.01%	1465
2025 Q4	$253K	Buy	+5,004	New	+$253K	﹤0.01%	1267
2025 Q2	–	Sell	-4,948	Closed	-$251K	–	1195
2025 Q1	$251K	Buy	4,948 +41	+0.8%	+$2.07K	0.01%	931
2024 Q4	$248K	Sell	4,907 -709	-13%	-$35.8K	0.01%	894
2024 Q3	$284K	Sell	5,616 -1,820	-24%	-$92K	0.01%	755
2024 Q2	$377K	Buy	+7,436	New	+$376K	0.02%	451
2024 Q1	–	Sell	-22,711	Closed	-$1.15M	–	470
2023 Q4	$1.15M	Sell	22,711 -11,821	-34%	-$598K	0.15%	130
2023 Q3	$1.75M	Buy	+34,532	New	+$1.75M	0.35%	59
2022 Q3	–	Sell	-33,998	Closed	-$1.71M	–	267
2022 Q2	$1.71M	Buy	33,998 +23,466	+223%	+$1.18M	0.36%	46
2022 Q1	$530K	Buy	+10,532	New	+$530K	0.11%	142

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

World Investment Advisors's TFLO Position: Q2 2026 in Review

World Investment Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026, closing a stake of 4,183 shares — an estimated $212K sold.

World Investment Advisors first reported a position in TFLO in Q1 2022 and held it in 10 quarters. The position peaked at $1.75M in Q3 2023. 424 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

World Investment Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
World Investment Advisors sold 4,183 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $212K.
World Investment Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2022 and held it in 10 quarters.
World Investment Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $1.75M in Q3 2023.
424 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

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