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 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

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

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

Moulton Wealth Management reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 41% in Q2 2026, selling an estimated $9.61M and leaving 271,371 shares worth $13.7M. The position accounts for 9.01% of the portfolio, ranked #2.

Moulton Wealth Management first reported a position in TFLO in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.5M in Q2 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Moulton Wealth Management held 271,371 shares of iShares Treasury Floating Rate Bond ETF worth $13.7M as of Q2 2026.
Moulton Wealth Management sold 190,031 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $9.61M.
iShares Treasury Floating Rate Bond ETF made up 9.01% of Moulton Wealth Management's portfolio in Q2 2026, its #2 holding.
Moulton Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Moulton Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $23.5M in Q2 2024.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.