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 Q2	$504K	Buy	+9,967	New	+$504K	0.3%	46

Other funds holding TFLO

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Lauer Wealth's TFLO Position: Q2 2026 in Review

Lauer Wealth opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 9,967 shares worth $504K. The stake represents 0.3% of the portfolio and ranks #46 among its holdings.

136 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Lauer Wealth held 9,967 shares of iShares Treasury Floating Rate Bond ETF worth $504K as of Q2 2026.
iShares Treasury Floating Rate Bond ETF was a new Lauer Wealth position in Q2 2026.
iShares Treasury Floating Rate Bond ETF made up 0.3% of Lauer Wealth's portfolio in Q2 2026, its #46 holding.
136 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.