Twin Peaks Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Twin Peaks Wealth Advisors’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	$1.24K	Buy	+24	New	+$1.21K	﹤0.01%	1846
2025 Q3	–	Sell	-24	Closed	-$1.23K	–	1920
2025 Q2	$1.23K	Buy	+24	New	+$1.21K	﹤0.01%	1734
2024 Q1	–	Sell	-15,897	Closed	-$802K	–	133
2023 Q4	$802K	Buy	+15,897	New	+$804K	0.51%	40

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Twin Peaks Wealth Advisors's TFLO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026: 24 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #1846 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in TFLO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in TFLO in Q4 2023 and has held it in 3 quarters since. The position peaked at $802K in Q4 2023. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

Twin Peaks Wealth Advisors held 24 shares of iShares Treasury Floating Rate Bond ETF worth $1.24K as of Q1 2026.
iShares Treasury Floating Rate Bond ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1846 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and has held it in 3 quarters since.
Twin Peaks Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $802K in Q4 2023.
414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.