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PeakShares LLC’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

PeakShares LLC’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
Q1 		– Sell
-12,522
Closed -$632K – 129
2025
Q4 		$632K Buy
+12,522
New +$632K 0.62% 66

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

PeakShares LLC's TFLO Position: Q1 2026 in Review

PeakShares LLC sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 12,522 shares — an estimated $632K sold.

PeakShares LLC first reported a position in TFLO in Q4 2025 and held it in 1 quarter. The position peaked at $632K in Q4 2025. 415 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • PeakShares LLC reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • PeakShares LLC sold 12,522 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $632K.
  • PeakShares LLC first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and held it in 1 quarter.
  • PeakShares LLC's iShares Treasury Floating Rate Bond ETF position peaked at $632K in Q4 2025.
  • 415 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on PeakShares LLC's 13F filing for Q1 2026, filed 6 May 2026.