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

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

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. 422 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.
422 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.