SPAS
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Spectrum Planning & Advisory Services’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Spectrum Planning & Advisory Services’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 		$407K Buy
8,041
+2,761
+52% +$140K 0.18% 70
2026
Q1 		$267K Sell
5,280
-2,900
-35% -$147K 0.13% 94
2025
Q4 		$413K Buy
+8,180
New +$413K 0.21% 72
2023
Q4 		$586K Buy
11,602
+1,071
+10% +$54.2K 0.83% 25
2023
Q3 		$534K Buy
+10,531
New +$533K 0.84% 24

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Spectrum Planning & Advisory Services's TFLO Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 52% in Q2 2026, buying an estimated $140K and bringing the position to 8,041 shares worth $407K. The position accounts for 0.18% of the portfolio, ranked #70.

Spectrum Planning & Advisory Services first reported a position in TFLO in Q3 2023 and has held it in 5 quarters since. The position peaked at $586K in Q4 2023. 81 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Spectrum Planning & Advisory Services held 8,041 shares of iShares Treasury Floating Rate Bond ETF worth $407K as of Q2 2026.
  • Spectrum Planning & Advisory Services bought 2,761 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $140K.
  • iShares Treasury Floating Rate Bond ETF made up 0.18% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #70 holding.
  • Spectrum Planning & Advisory Services first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • Spectrum Planning & Advisory Services's iShares Treasury Floating Rate Bond ETF position peaked at $586K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.