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 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

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

CX Institutional's TFLO Position: Q2 2026 in Review

CX Institutional increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.92% in Q2 2026, buying an estimated $556 and bringing the position to 1,206 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

CX Institutional first reported a position in TFLO in Q1 2025 and has held it in 6 quarters since. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

CX Institutional held 1,206 shares of iShares Treasury Floating Rate Bond ETF worth $61K as of Q2 2026.
CX Institutional bought 11 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $556.
iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #949 holding.
CX Institutional first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2025 and has held it in 6 quarters since.
422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.