SW
TFLO icon

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

SteelPeak Wealth’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 		$5.71M Sell
112,820
-4,577
-4% -$231K 0.15% 118
2026
Q1 		$5.94M Sell
117,397
-9,568
-8% -$484K 0.19% 104
2025
Q4 		$6.41M Buy
126,965
+3,079
+2% +$155K 0.21% 89
2025
Q3 		$6.27M Buy
123,886
+1,285
+1% +$65K 0.21% 92
2025
Q2 		$6.21M Buy
122,601
+14,928
+14% +$755K 0.24% 87
2025
Q1 		$5.45M Buy
107,673
+11,398
+12% +$577K 0.23% 96
2024
Q4 		$4.86M Sell
96,275
-3,925
-4% -$198K 0.2% 96
2024
Q3 		$5.07M Buy
100,200
+87,733
+704% +$4.43M 0.22% 86
2024
Q2 		$632K Buy
12,467
+2,367
+23% +$120K 0.03% 283
2024
Q1 		$512K Sell
10,100
-157,196
-94% -$7.95M 0.03% 294
2023
Q4 		$8.44M Sell
167,296
-44,451
-21% -$2.25M 0.49% 53
2023
Q3 		$10.7M Buy
+211,747
New +$10.7M 0.68% 35

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return