Buck Wealth Strategies’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Buck Wealth Strategies’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	$3.09K	Buy	+61	New	+$3.08K	﹤0.01%	798

Other funds holding TFLO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stash Investments New York $310M AUM 13.03% 1-Year Est. Return

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Buck Wealth Strategies's TFLO Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 61 shares worth $3.09K. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings.

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

Buck Wealth Strategies held 61 shares of iShares Treasury Floating Rate Bond ETF worth $3.09K as of Q2 2026.
iShares Treasury Floating Rate Bond ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #798 holding.
279 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.