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Tempus Wealth Planning’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Tempus Wealth Planning’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$527K Buy
+10,457
New +$531K 0.1% 177
2026
Q1 		– Sell
-19,881
Closed -$1.02M – 290
2025
Q4 		$1.02M Buy
19,881
+124
+0.6% +$6.38K 0.23% 114
2025
Q3 		$1.02M Hold
19,757
– – 0.23% 115
2025
Q2 		$1.02M Buy
+19,757
New +$1.01M 0.25% 109

Other funds holding TFLR

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Tempus Wealth Planning's TFLR Position: Q2 2026 in Review

Tempus Wealth Planning opened a new position in T. Rowe Price Floating Rate ETF (TFLR) in Q2 2026: 10,457 shares worth $527K. The stake represents 0.1% of the portfolio and ranks #177 among its holdings. This is a return to the name: Tempus Wealth Planning previously reported a position in TFLR as recently as Q4 2025.

Tempus Wealth Planning first reported a position in TFLR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q4 2025. 113 funds tracked by Wall St. Rank hold TFLR as of Q2 2026.

  • Tempus Wealth Planning held 10,457 shares of T. Rowe Price Floating Rate ETF worth $527K as of Q2 2026.
  • T. Rowe Price Floating Rate ETF was a new Tempus Wealth Planning position in Q2 2026.
  • T. Rowe Price Floating Rate ETF made up 0.1% of Tempus Wealth Planning's portfolio in Q2 2026, its #177 holding.
  • Tempus Wealth Planning first reported a position in T. Rowe Price Floating Rate ETF in Q2 2025 and has held it in 4 quarters since.
  • Tempus Wealth Planning's T. Rowe Price Floating Rate ETF position peaked at $1.02M in Q4 2025.
  • 113 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.