Kingswood Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Kingswood Wealth Advisors’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	$996K	Hold	19,678	–	–	0.04%	410
2026 Q1	$996K	Sell	19,678 -275	-1%	-$13.9K	0.05%	379
2025 Q4	$1.01M	Sell	19,953 -2,320	-10%	-$117K	0.05%	353
2025 Q3	$1.13M	Sell	22,273 -2,152	-9%	-$109K	0.07%	295
2025 Q2	$1.24M	Buy	+24,425	New	+$1.23M	0.1%	225
2023 Q4	–	Sell	-7,369	Closed	-$374K	–	670
2023 Q3	$374K	Buy	+7,369	New	+$373K	0.06%	295

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

Kingswood Wealth Advisors's TFLO Position: Q2 2026 in Review

Kingswood Wealth Advisors held its iShares Treasury Floating Rate Bond ETF (TFLO) position steady in Q2 2026 at 19,678 shares worth $996K. The position accounts for 0.04% of the portfolio, ranked #410.

Kingswood Wealth Advisors first reported a position in TFLO in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.24M in Q2 2025. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Kingswood Wealth Advisors held 19,678 shares of iShares Treasury Floating Rate Bond ETF worth $996K as of Q2 2026.
Kingswood Wealth Advisors left its iShares Treasury Floating Rate Bond ETF share count unchanged in Q2 2026.
iShares Treasury Floating Rate Bond ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #410 holding.
Kingswood Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 6 quarters since.
Kingswood Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $1.24M in Q2 2025.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.