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

Maridea Wealth Management’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	$1.13M	Sell	22,326 -2,707	-11%	-$137K	0.12%	182
2026 Q1	$1.27M	Buy	25,033 +2,697	+12%	+$136K	0.18%	127
2025 Q4	$1.13M	Buy	22,336 +4,798	+27%	+$242K	0.17%	139
2025 Q3	$886K	Sell	17,538 -8,836	-34%	-$447K	0.14%	152
2025 Q2	$1.34M	Buy	26,374 +8,149	+45%	+$412K	0.35%	61
2025 Q1	$923K	Sell	18,225 -6,461	-26%	-$327K	0.3%	63
2024 Q4	$1.25M	Buy	+24,686	New	+$1.25M	0.4%	41

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

Maridea Wealth Management's TFLO Position: Q2 2026 in Review

Maridea Wealth Management reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 11% in Q2 2026, selling an estimated $137K and leaving 22,326 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #182.

Maridea Wealth Management first reported a position in TFLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q2 2025. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Maridea Wealth Management held 22,326 shares of iShares Treasury Floating Rate Bond ETF worth $1.13M as of Q2 2026.
Maridea Wealth Management sold 2,707 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $137K.
iShares Treasury Floating Rate Bond ETF made up 0.12% of Maridea Wealth Management's portfolio in Q2 2026, its #182 holding.
Maridea Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $1.34M in Q2 2025.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.