Total Clarity Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Total Clarity Wealth Management’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	$1.35M	Sell	26,706 -19,452	-42%	-$984K	0.26%	95
2026 Q1	$2.34M	Buy	46,158 +3,668	+9%	+$185K	0.55%	53
2025 Q4	$2.14M	Sell	42,490 -1,387	-3%	-$70K	0.52%	54
2025 Q3	$2.22M	Sell	43,877 -10,567	-19%	-$534K	0.59%	49
2025 Q2	$2.76M	Buy	54,444 +11,890	+28%	+$601K	0.79%	35
2025 Q1	$2.15M	Hold	42,554	–	–	0.7%	42
2024 Q4	$2.15M	Sell	42,554 -1,075	-2%	-$54.3K	0.7%	42
2024 Q3	$2.21M	Sell	43,629 -11,813	-21%	-$597K	0.71%	38
2024 Q2	$2.81M	Buy	55,442 +13,147	+31%	+$665K	0.97%	25
2024 Q1	$2.14M	Buy	42,295 +1,803	+4%	+$91.2K	0.75%	37
2023 Q4	$2.04M	Buy	40,492 +9,011	+29%	+$456K	0.84%	30
2023 Q3	$1.6M	Buy	31,481 +7,424	+31%	+$376K	0.77%	33
2023 Q2	$1.22M	Sell	24,057 -31,904	-57%	-$1.61M	0.61%	48
2023 Q1	$2.83M	Buy	55,961 +18,780	+51%	+$948K	1.54%	10
2022 Q4	$1.87M	Buy	37,181 +24,211	+187%	+$1.22M	0.95%	20
2022 Q3	$655K	Buy	12,970 +4,948	+62%	+$249K	0.41%	65
2022 Q2	$404K	Buy	+8,022	New	+$404K	0.21%	118

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

Total Clarity Wealth Management's TFLO Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 42% in Q2 2026, selling an estimated $984K and leaving 26,706 shares worth $1.35M. The position accounts for 0.26% of the portfolio, ranked #95.

Total Clarity Wealth Management first reported a position in TFLO in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.83M in Q1 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Total Clarity Wealth Management held 26,706 shares of iShares Treasury Floating Rate Bond ETF worth $1.35M as of Q2 2026.
Total Clarity Wealth Management sold 19,452 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $984K.
iShares Treasury Floating Rate Bond ETF made up 0.26% of Total Clarity Wealth Management's portfolio in Q2 2026, its #95 holding.
Total Clarity Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2022 and has held it in 17 quarters since.
Total Clarity Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $2.83M in Q1 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.