Action Point Financial Planning’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Action Point Financial Planning’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	$33.7K	Buy	+666	New	+$33.7K	﹤0.01%	955

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

Action Point Financial Planning's TFLO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 666 shares worth $33.7K. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings.

420 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Action Point Financial Planning held 666 shares of iShares Treasury Floating Rate Bond ETF worth $33.7K as of Q2 2026.
iShares Treasury Floating Rate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #955 holding.
420 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.