Superior Planning, LLC’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Superior Planning, LLC’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	$26	Buy	+1	New	+$51	﹤0.01%	2125

Other funds holding TFLO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Stash Investments New York $342M AUM 7.51% 1-Year Est. Return

Walker Financial Services Bowling Green, Kentucky $341M AUM 5.38% 1-Year Est. Return

Superior Planning, LLC's TFLO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2026: 1 share worth $26. The stake represents ﹤0.01% of the portfolio and ranks #2125 among its holdings.

325 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

Superior Planning, LLC held 1 share of iShares Treasury Floating Rate Bond ETF worth $26 as of Q3 2026.
iShares Treasury Floating Rate Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2125 holding.
325 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.