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Peterson Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Peterson 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 		$2.29M Buy
+45,207
New +$2.29M 1.07% 21

Other funds holding TFLO

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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SI
Stash Investments New York $310M AUM 13.03% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

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

Peterson Wealth Management opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 45,207 shares worth $2.29M. The stake represents 1.07% of the portfolio and ranks #21 among its holdings.

192 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Peterson Wealth Management held 45,207 shares of iShares Treasury Floating Rate Bond ETF worth $2.29M as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Peterson Wealth Management position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up 1.07% of Peterson Wealth Management's portfolio in Q2 2026, its #21 holding.
  • 192 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.