Lauer Wealth
TFLO icon

Lauer Wealth’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Lauer Wealth’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
Q3 		– Sell
-9,967
Closed -$504K – 105
2026
Q2 		$504K Buy
+9,967
New +$504K 0.3% 46

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Stash Investments
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Walker Financial Services
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Bailard
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RI
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Cambridge Investment Research Advisors
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Facet Wealth Inc
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Lauer Wealth's TFLO Position: Q3 2026 in Review

Lauer Wealth sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2026, closing a stake of 9,967 shares — an estimated $504K sold.

Lauer Wealth first reported a position in TFLO in Q2 2026 and held it in 1 quarter. The position peaked at $504K in Q2 2026. 206 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

  • Lauer Wealth reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Lauer Wealth sold 9,967 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $504K.
  • Lauer Wealth first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2026 and held it in 1 quarter.
  • Lauer Wealth's iShares Treasury Floating Rate Bond ETF position peaked at $504K in Q2 2026.
  • 206 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.