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Wealth Enhancement Trust Services’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Wealth Enhancement Trust Services’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 		$26K Buy
+514
New +$26K ﹤0.01% 582

Other funds holding TFLO

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UBS Group
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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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Trust Services's TFLO Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 514 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings.

348 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Wealth Enhancement Trust Services held 514 shares of iShares Treasury Floating Rate Bond ETF worth $26K as of Q2 2026.
  • iShares Treasury Floating Rate Bond ETF was a new Wealth Enhancement Trust Services position in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #582 holding.
  • 348 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.