Keystone Financial Group (Kentucky)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Keystone Financial Group (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	$672K	Buy	13,273 +119	+0.9%	+$6.02K	0.04%	283
2026 Q1	$666K	Buy	13,154 +74	+0.6%	+$3.74K	0.05%	257
2025 Q4	$660K	Sell	13,080 -1,289	-9%	-$65.1K	0.05%	224
2025 Q3	$727K	Sell	14,369 -2,265	-14%	-$114K	0.06%	199
2025 Q2	$843K	Sell	16,634 -93	-0.6%	-$4.7K	0.08%	168
2025 Q1	$847K	Sell	16,727 -77	-0.5%	-$3.9K	0.09%	163
2024 Q4	$848K	Buy	16,804 +201	+1%	+$10.2K	0.08%	158
2024 Q3	$840K	Buy	+16,603	New	+$839K	0.11%	138
2024 Q2	–	Sell	-26,019	Closed	-$1.32M	–	301
2024 Q1	$1.32M	Buy	+26,019	New	+$1.32M	0.19%	88

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

Keystone Financial Group (Kentucky)'s TFLO Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.9% in Q2 2026, buying an estimated $6.02K and bringing the position to 13,273 shares worth $672K. The position accounts for 0.04% of the portfolio, ranked #283.

Keystone Financial Group (Kentucky) first reported a position in TFLO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q1 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Keystone Financial Group (Kentucky) held 13,273 shares of iShares Treasury Floating Rate Bond ETF worth $672K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 119 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $6.02K.
iShares Treasury Floating Rate Bond ETF made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #283 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Keystone Financial Group (Kentucky)'s iShares Treasury Floating Rate Bond ETF position peaked at $1.32M in Q1 2024.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.