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TCWM
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
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
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
WANY
Wealthspire Advisors (New York)
New York
$12.7B AUM
17.31%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
FAC
Financial Advisory Corporation
Grand Rapids, Michigan
$754M AUM
13.23%
1-Year Est. Return
AIA
Arbor Investment Advisors
Winston Salem, North Carolina
$768M AUM
14.21%
1-Year Est. Return
BW
BIP Wealth
Atlanta, Georgia
$2.46B AUM
14.38%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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