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Independence Bank of Kentucky’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Independence Bank of Kentucky’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 		$30.2K Hold
596
– – ﹤0.01% 436
2026
Q1 		$30.2K Hold
596
– – ﹤0.01% 453
2025
Q4 		$30.1K Hold
596
– – ﹤0.01% 459
2025
Q3 		$30.2K Hold
596
– – ﹤0.01% 459
2025
Q2 		$30.2K Buy
+596
New +$30.1K ﹤0.01% 451
2024
Q4 		– Sell
-74
Closed -$3.74K – 642
2024
Q3 		$3.74K Buy
+74
New +$3.74K ﹤0.01% 538

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
SI
Stash Investments New York $310M AUM 13.03% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Independence Bank of Kentucky's TFLO Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares Treasury Floating Rate Bond ETF (TFLO) position steady in Q2 2026 at 596 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Independence Bank of Kentucky first reported a position in TFLO in Q3 2024 and has held it in 6 quarters since. The position peaked at $30.2K in Q2 2025. 258 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Independence Bank of Kentucky held 596 shares of iShares Treasury Floating Rate Bond ETF worth $30.2K as of Q2 2026.
  • Independence Bank of Kentucky left its iShares Treasury Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #436 holding.
  • Independence Bank of Kentucky first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • Independence Bank of Kentucky's iShares Treasury Floating Rate Bond ETF position peaked at $30.2K in Q2 2025.
  • 258 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.