Parkwoods Wealth Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Parkwoods Wealth Partners’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	$299K	Sell	5,913 -19,579	-77%	-$990K	0.05%	135
2026 Q1	$1.29M	Buy	25,492 +4,981	+24%	+$252K	0.32%	36
2025 Q4	$1.04M	Buy	20,511 +817	+4%	+$41.3K	0.3%	36
2025 Q3	$996K	Buy	19,694 +1,977	+11%	+$99.9K	0.34%	31
2025 Q2	$897K	Buy	17,717 +3,081	+21%	+$156K	0.52%	16
2025 Q1	$741K	Buy	+14,636	New	+$740K	0.5%	16

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

Parkwoods Wealth Partners's TFLO Position: Q2 2026 in Review

Parkwoods Wealth Partners reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 77% in Q2 2026, selling an estimated $990K and leaving 5,913 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #135.

Parkwoods Wealth Partners first reported a position in TFLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.29M in Q1 2026. 423 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Parkwoods Wealth Partners held 5,913 shares of iShares Treasury Floating Rate Bond ETF worth $299K as of Q2 2026.
Parkwoods Wealth Partners sold 19,579 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $990K.
iShares Treasury Floating Rate Bond ETF made up 0.05% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #135 holding.
Parkwoods Wealth Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Parkwoods Wealth Partners's iShares Treasury Floating Rate Bond ETF position peaked at $1.29M in Q1 2026.
423 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

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