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

Merkkuri Wealth 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
-126
Closed -$6.38K – 319
2026
Q1 		$6.38K Buy
+126
New +$6.37K ﹤0.01% 252

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Raymond James Financial
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

Merkkuri Wealth Advisors's TFLO Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026, closing a stake of 126 shares — an estimated $6.38K sold.

Merkkuri Wealth Advisors first reported a position in TFLO in Q1 2026 and held it in 1 quarter. The position peaked at $6.38K in Q1 2026. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 126 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $6.38K.
  • Merkkuri Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $6.38K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.