Spirepoint Private Client’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Spirepoint Private Client’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	$567K	Hold	11,199	–	–	0.05%	187
2026 Q1	$567K	Hold	11,199	–	–	0.05%	173
2025 Q4	$565K	Buy	+11,199	New	+$566K	0.05%	165

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

Spirepoint Private Client's TFLO Position: Q2 2026 in Review

Spirepoint Private Client held its iShares Treasury Floating Rate Bond ETF (TFLO) position steady in Q2 2026 at 11,199 shares worth $567K. The position accounts for 0.05% of the portfolio, ranked #187.

Spirepoint Private Client first reported a position in TFLO in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Spirepoint Private Client held 11,199 shares of iShares Treasury Floating Rate Bond ETF worth $567K as of Q2 2026.
Spirepoint Private Client left its iShares Treasury Floating Rate Bond ETF share count unchanged in Q2 2026.
iShares Treasury Floating Rate Bond ETF made up 0.05% of Spirepoint Private Client's portfolio in Q2 2026, its #187 holding.
Spirepoint Private Client first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.