Creative Financial Designs’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Creative Financial Designs’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	$4.76K	Hold	94	–	–	﹤0.01%	1714
2026 Q1	$4.76K	Hold	94	–	–	﹤0.01%	1592
2025 Q4	$4.74K	Hold	94	–	–	﹤0.01%	1529
2025 Q3	$4.75K	Hold	94	–	–	﹤0.01%	1545
2025 Q2	$4.76K	Sell	94 -71	-43%	-$3.59K	﹤0.01%	1540
2025 Q1	$8.36K	Sell	165 -200	-55%	-$10.1K	﹤0.01%	1344
2024 Q4	$18.4K	Sell	365 -1,141	-76%	-$57.6K	﹤0.01%	1068
2024 Q3	$76.2K	Sell	1,506 -97	-6%	-$4.9K	0.01%	663
2024 Q2	$81.2K	Sell	1,603 -19,323	-92%	-$977K	0.01%	629
2024 Q1	$1.06M	Sell	20,926 -4,525	-18%	-$229K	0.1%	161
2023 Q4	$1.28M	Buy	25,451 +14,252	+127%	+$721K	0.13%	139
2023 Q3	$568K	Buy	+11,199	New	+$567K	0.07%	195

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

Creative Financial Designs's TFLO Position: Q2 2026 in Review

Creative Financial Designs held its iShares Treasury Floating Rate Bond ETF (TFLO) position steady in Q2 2026 at 94 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Creative Financial Designs first reported a position in TFLO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.28M in Q4 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Creative Financial Designs held 94 shares of iShares Treasury Floating Rate Bond ETF worth $4.76K as of Q2 2026.
Creative Financial Designs left its iShares Treasury Floating Rate Bond ETF share count unchanged in Q2 2026.
iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1714 holding.
Creative Financial Designs first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Creative Financial Designs's iShares Treasury Floating Rate Bond ETF position peaked at $1.28M in Q4 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.