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Game Plan Financial Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Game Plan Financial Advisors’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
-14
Closed -$709 – 479
2026
Q1 		$709 Buy
+14
New +$708 ﹤0.01% 293

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UBS Group
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WANY
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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
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Raymond James Financial
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AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Game Plan Financial Advisors's TFLO Position: Q2 2026 in Review

Game Plan Financial Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026, closing a stake of 14 shares — an estimated $709 sold.

Game Plan Financial Advisors first reported a position in TFLO in Q1 2026 and held it in 1 quarter. The position peaked at $709 in Q1 2026. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Game Plan Financial Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Game Plan Financial Advisors sold 14 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $709.
  • Game Plan Financial Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Game Plan Financial Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $709 in Q1 2026.
  • 422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.