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 Q2	–	Sell	-24	Closed	-$1.24K	–	1994
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

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

Twin Peaks Wealth Advisors's TFLO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026, closing a stake of 24 shares — an estimated $1.24K sold.

Twin Peaks Wealth Advisors first reported a position in TFLO in Q4 2023 and held it in 3 quarters. The position peaked at $802K in Q4 2023. 424 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 24 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $1.24K.
Twin Peaks Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and held it in 3 quarters.
Twin Peaks Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $802K in Q4 2023.
424 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.