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Clear Creek Financial Management’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Clear Creek Financial Management’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$649K Sell
12,881
-659
-5% -$33.4K 0.04% 352
2026
Q1 		$682K Buy
13,540
+71
+0.5% +$3.62K 0.05% 323
2025
Q4 		$692K Buy
13,469
+5,747
+74% +$296K 0.06% 301
2025
Q3 		$397K Sell
7,722
-178
-2% -$9.18K 0.03% 412
2025
Q2 		$406K Buy
7,900
+1,104
+16% +$56.3K 0.04% 379
2025
Q1 		$347K Buy
6,796
+2,092
+44% +$108K 0.04% 371
2024
Q4 		$243K Buy
+4,704
New +$244K 0.03% 415

Other funds holding TFLR

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
BFAI
Bridgelight Financial Advisors, Inc. Shelton, Connecticut $146M AUM
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return

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

Clear Creek Financial Management reduced its T. Rowe Price Floating Rate ETF (TFLR) stake by 4.9% in Q2 2026, selling an estimated $33.4K and leaving 12,881 shares worth $649K. The position accounts for 0.04% of the portfolio, ranked #352.

Clear Creek Financial Management first reported a position in TFLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $692K in Q4 2025. 56 funds tracked by Wall St. Rank hold TFLR as of Q2 2026.

  • Clear Creek Financial Management held 12,881 shares of T. Rowe Price Floating Rate ETF worth $649K as of Q2 2026.
  • Clear Creek Financial Management sold 659 T. Rowe Price Floating Rate ETF shares in Q2 2026, an estimated $33.4K.
  • T. Rowe Price Floating Rate ETF made up 0.04% of Clear Creek Financial Management's portfolio in Q2 2026, its #352 holding.
  • Clear Creek Financial Management first reported a position in T. Rowe Price Floating Rate ETF in Q4 2024 and has held it in 7 quarters since.
  • Clear Creek Financial Management's T. Rowe Price Floating Rate ETF position peaked at $692K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q2 2026.

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