CX Institutional’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

CX Institutional’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 Q3	–	Sell	-1,206	Closed	-$61K	–	1734
2026 Q2	$61K	Buy	1,206 +11	+0.9%	+$556	﹤0.01%	949
2026 Q1	$61K	Buy	1,195 +7	+0.6%	+$354	﹤0.01%	938
2025 Q4	$60K	Buy	1,188 +15	+1%	+$757	﹤0.01%	945
2025 Q3	$59K	Hold	1,173	–	–	﹤0.01%	910
2025 Q2	$59K	Hold	1,173	–	–	﹤0.01%	835
2025 Q1	$59K	Buy	+1,173	New	+$59.3K	﹤0.01%	817

Other funds holding TFLO

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return

CX Institutional's TFLO Position: Q3 2026 in Review

CX Institutional sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2026, closing a stake of 1,206 shares — an estimated $61K sold.

CX Institutional first reported a position in TFLO in Q1 2025 and held it in 6 quarters. The position peaked at $61K in Q2 2026. 102 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

CX Institutional reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q3 2026 after selling out during the quarter.
CX Institutional sold 1,206 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $61K.
CX Institutional first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2025 and held it in 6 quarters.
CX Institutional's iShares Treasury Floating Rate Bond ETF position peaked at $61K in Q2 2026.
102 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.