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

Comprehensive 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 		$61.9K Sell
1,223
-97
-7% -$4.91K 0.03% 162
2026
Q1 		$66.9K Sell
1,320
-284
-18% -$14.4K 0.05% 144
2025
Q4 		$81K Sell
1,604
-256
-14% -$12.9K 0.05% 138
2025
Q3 		$94.1K Sell
1,860
-752
-29% -$38K 0.06% 136
2025
Q2 		$132K Buy
2,612
+29
+1% +$1.47K 0.1% 113
2025
Q1 		$131K Buy
2,583
+10
+0.4% +$506 0.13% 92
2024
Q4 		$130K Buy
+2,573
New +$130K 0.11% 111

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Raymond James Financial
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

Comprehensive Financial Planning's TFLO Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 7.3% in Q2 2026, selling an estimated $4.91K and leaving 1,223 shares worth $61.9K. The position accounts for 0.03% of the portfolio, ranked #162.

Comprehensive Financial Planning first reported a position in TFLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $132K in Q2 2025. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Comprehensive Financial Planning held 1,223 shares of iShares Treasury Floating Rate Bond ETF worth $61.9K as of Q2 2026.
  • Comprehensive Financial Planning sold 97 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $4.91K.
  • iShares Treasury Floating Rate Bond ETF made up 0.03% of Comprehensive Financial Planning's portfolio in Q2 2026, its #162 holding.
  • Comprehensive Financial Planning first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's iShares Treasury Floating Rate Bond ETF position peaked at $132K in Q2 2025.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.