Clark Wealth Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Clark Wealth Partners’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	$54.3K	Buy	1,073 +10	+0.9%	+$506	0.03%	111
2026 Q1	$53.8K	Buy	1,063 +6	+0.6%	+$303	0.04%	98
2025 Q4	$53.3K	Hold	1,057	–	–	0.03%	103
2025 Q3	$53.3K	Buy	1,057 +25	+2%	+$1.26K	0.03%	103
2025 Q2	$52.3K	Buy	1,032 +11	+1%	+$556	0.04%	82
2025 Q1	$51.7K	Buy	1,021 +7	+0.7%	+$354	0.04%	86
2024 Q4	$51.2K	Buy	+1,014	New	+$51.2K	0.04%	69

Other funds holding TFLO

LPL Financial San Diego, California $445B AUM 25.58% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clark Wealth Partners's TFLO Position: Q2 2026 in Review

Clark Wealth Partners increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.94% in Q2 2026, buying an estimated $506 and bringing the position to 1,073 shares worth $54.3K. The position accounts for 0.03% of the portfolio, ranked #111.

Clark Wealth Partners first reported a position in TFLO in Q4 2024 and has held it in 7 quarters since. 402 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Clark Wealth Partners held 1,073 shares of iShares Treasury Floating Rate Bond ETF worth $54.3K as of Q2 2026.
Clark Wealth Partners bought 10 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $506.
iShares Treasury Floating Rate Bond ETF made up 0.03% of Clark Wealth Partners's portfolio in Q2 2026, its #111 holding.
Clark Wealth Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
402 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.