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Summit Wealth Group (Colorado)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Summit Wealth Group (Colorado)’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 		$398K Buy
7,871
+76
+1% +$3.84K 0.03% 245
2026
Q1 		$395K Buy
7,795
+74
+1% +$3.74K 0.04% 208
2025
Q4 		$390K Buy
+7,721
New +$390K 0.05% 175

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Raymond James Financial
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

Summit Wealth Group (Colorado)'s TFLO Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.97% in Q2 2026, buying an estimated $3.84K and bringing the position to 7,871 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #245.

Summit Wealth Group (Colorado) 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.

  • Summit Wealth Group (Colorado) held 7,871 shares of iShares Treasury Floating Rate Bond ETF worth $398K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 76 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $3.84K.
  • iShares Treasury Floating Rate Bond ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #245 holding.
  • Summit Wealth Group (Colorado) 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 Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.