Kingsview Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Kingsview Wealth Management’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	–	Sell	-5,366	Closed	-$272K	–	1511
2026 Q1	$272K	Buy	+5,366	New	+$271K	﹤0.01%	1131
2025 Q2	–	Sell	-4,987	Closed	-$253K	–	1218
2025 Q1	$253K	Buy	+4,987	New	+$252K	﹤0.01%	948
2024 Q3	–	Sell	-4,535	Closed	-$230K	–	1154
2024 Q2	$230K	Sell	4,535 -3,325	-42%	-$168K	0.01%	937
2024 Q1	$398K	Sell	7,860 -29,662	-79%	-$1.5M	0.01%	729
2023 Q4	$1.89M	Sell	37,522 -1,505	-4%	-$76.1K	0.06%	294
2023 Q3	$1.98M	Buy	39,027 +33,547	+612%	+$1.7M	0.07%	282
2023 Q2	$278K	Buy	+5,480	New	+$277K	0.01%	765

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

Kingsview Wealth Management's TFLO Position: Q2 2026 in Review

Kingsview Wealth Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026, closing a stake of 5,366 shares — an estimated $272K sold.

Kingsview Wealth Management first reported a position in TFLO in Q2 2023 and held it in 7 quarters. The position peaked at $1.98M in Q3 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Kingsview Wealth Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
Kingsview Wealth Management sold 5,366 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $272K.
Kingsview Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2023 and held it in 7 quarters.
Kingsview Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $1.98M in Q3 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.