MPWM Advisory Solutions’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

MPWM Advisory Solutions’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	$2.19M	Buy	43,251 +3,638	+9%	+$184K	1%	22
2026 Q1	$2.01M	Sell	39,613 -4,509	-10%	-$228K	1.06%	21
2025 Q4	$2.23M	Sell	44,122 -6,746	-13%	-$341K	1.24%	18
2025 Q3	$2.57M	Sell	50,868 -7,446	-13%	-$376K	1.53%	14
2025 Q2	$2.95M	Buy	58,314 +18,548	+47%	+$938K	1.87%	12
2025 Q1	$2.01M	Sell	39,766 -7,446	-16%	-$377K	1.46%	16
2024 Q4	$2.38M	Buy	+47,212	New	+$2.38M	1.74%	15

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

MPWM Advisory Solutions's TFLO Position: Q2 2026 in Review

MPWM Advisory Solutions increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 9.2% in Q2 2026, buying an estimated $184K and bringing the position to 43,251 shares worth $2.19M. The position accounts for 1% of the portfolio, ranked #22.

MPWM Advisory Solutions first reported a position in TFLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.95M in Q2 2025. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

MPWM Advisory Solutions held 43,251 shares of iShares Treasury Floating Rate Bond ETF worth $2.19M as of Q2 2026.
MPWM Advisory Solutions bought 3,638 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $184K.
iShares Treasury Floating Rate Bond ETF made up 1% of MPWM Advisory Solutions's portfolio in Q2 2026, its #22 holding.
MPWM Advisory Solutions first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's iShares Treasury Floating Rate Bond ETF position peaked at $2.95M in Q2 2025.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.