Clear Creek Financial Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Clear Creek Financial Management’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	-16,004	Closed	-$810K	–	675
2026 Q1	$810K	Buy	+16,004	New	+$809K	0.06%	289
2024 Q1	–	Sell	-16,636	Closed	-$840K	–	432
2023 Q4	$840K	Buy	16,636 +11,998	+259%	+$607K	0.13%	132
2023 Q3	$235K	Buy	+4,638	New	+$235K	0.04%	267

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

Clear Creek Financial Management's TFLO Position: Q2 2026 in Review

Clear Creek Financial Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026, closing a stake of 16,004 shares — an estimated $810K sold.

Clear Creek Financial Management first reported a position in TFLO in Q3 2023 and held it in 3 quarters. The position peaked at $840K in Q4 2023. 425 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Clear Creek Financial Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
Clear Creek Financial Management sold 16,004 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $810K.
Clear Creek Financial Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 3 quarters.
Clear Creek Financial Management's iShares Treasury Floating Rate Bond ETF position peaked at $840K in Q4 2023.
425 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.