My Personal CFO LLC’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

My Personal CFO LLC’s Portfolio TFLR Stock Details TFLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.23M	Buy	183,192 +12,041	+7%	+$611K	3.6%	7
2026 Q1	$8.62M	Buy	171,151 +21,152	+14%	+$1.08M	3.77%	7
2025 Q4	$7.71M	Buy	+149,999	New	+$7.72M	3.22%	8
2025 Q3	–	Sell	-46,917	Closed	-$2.41M	–	145
2025 Q2	$2.41M	Buy	46,917 +39,899	+569%	+$2.04M	1.1%	27
2025 Q1	$358K	Buy	+7,018	New	+$362K	0.18%	66

Other funds holding TFLR

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

My Personal CFO LLC's TFLR Position: Q2 2026 in Review

My Personal CFO LLC increased its T. Rowe Price Floating Rate ETF (TFLR) stake by 7% in Q2 2026, buying an estimated $611K and bringing the position to 183,192 shares worth $9.23M. The position accounts for 3.6% of the portfolio, ranked #7.

My Personal CFO LLC first reported a position in TFLR in Q1 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold TFLR as of Q2 2026.

My Personal CFO LLC held 183,192 shares of T. Rowe Price Floating Rate ETF worth $9.23M as of Q2 2026.
My Personal CFO LLC bought 12,041 T. Rowe Price Floating Rate ETF shares in Q2 2026, an estimated $611K.
T. Rowe Price Floating Rate ETF made up 3.6% of My Personal CFO LLC's portfolio in Q2 2026, its #7 holding.
My Personal CFO LLC first reported a position in T. Rowe Price Floating Rate ETF in Q1 2025 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.