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

Moulton 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
Q3 		$11.4M Sell
225,145
-46,226
-17% -$2.34M 7.7% 4
2026
Q2 		$13.7M Sell
271,371
-190,031
-41% -$9.61M 9.01% 2
2026
Q1 		$23.3M Buy
+461,402
New +$23.3M 15.87% 1
2025
Q4 		– Sell
-205,004
Closed -$10.4M – 54
2025
Q3 		$10.4M Sell
205,004
-15,506
-7% -$784K 7.54% 3
2025
Q2 		$11.1M Sell
220,510
-113,615
-34% -$5.74M 8.42% 5
2025
Q1 		$16.9M Buy
334,125
+48,253
+17% +$2.44M 12.91% 3
2024
Q4 		$14.4M Sell
285,872
-99,202
-26% -$5.01M 11.08% 3
2024
Q3 		$19.4M Sell
385,074
-79,377
-17% -$4.01M 16.2% 2
2024
Q2 		$23.5M Buy
464,451
+14,694
+3% +$743K 21.27% 2
2024
Q1 		$22.8M Buy
449,757
+58,688
+15% +$2.97M 23.91% 1
2023
Q4 		$19.8M Buy
391,069
+7,819
+2% +$396K 25.37% 2
2023
Q3 		$19.4M Buy
383,250
+22,769
+6% +$1.15M 28.55% 2
2023
Q2 		$18.3M Buy
360,481
+82,261
+30% +$4.16M 32.32% 2
2023
Q1 		$14M Buy
278,220
+148,979
+115% +$7.52M 30.9% 2
2022
Q4 		$6.52M Buy
+129,241
New +$6.52M 22.31% 2

Other funds holding TFLO

MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Moulton Wealth Management's TFLO Position: Q3 2026 in Review

Moulton Wealth Management reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 17% in Q3 2026, selling an estimated $2.34M and leaving 225,145 shares worth $11.4M. The position accounts for 7.7% of the portfolio, ranked #4.

Moulton Wealth Management first reported a position in TFLO in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.5M in Q2 2024. 37 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

  • Moulton Wealth Management held 225,145 shares of iShares Treasury Floating Rate Bond ETF worth $11.4M as of Q3 2026.
  • Moulton Wealth Management sold 46,226 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $2.34M.
  • iShares Treasury Floating Rate Bond ETF made up 7.7% of Moulton Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Moulton Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Moulton Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $23.5M in Q2 2024.
  • 37 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

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