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Global Wealth Strategies & Associates’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Global Wealth Strategies & Associates’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
-3
Closed -$152 – 428
2026
Q1 		$152 Hold
3
– – ﹤0.01% 511
2025
Q4 		$151 Hold
3
– – ﹤0.01% 515
2025
Q3 		$152 Hold
3
– – ﹤0.01% 468
2025
Q2 		$152 Sell
3
-1
-25% -$51 ﹤0.01% 361
2025
Q1 		$203 Buy
+4
New +$202 ﹤0.01% 449

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SI
Stash Investments New York $310M AUM 13.03% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Global Wealth Strategies & Associates's TFLO Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026, closing a stake of 3 shares — an estimated $152 sold.

Global Wealth Strategies & Associates first reported a position in TFLO in Q1 2025 and held it in 5 quarters. The position peaked at $203 in Q1 2025. 199 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 3 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $152.
  • Global Wealth Strategies & Associates first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2025 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's iShares Treasury Floating Rate Bond ETF position peaked at $203 in Q1 2025.
  • 199 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.