Koshinski Asset Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Koshinski Asset 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	$1.67M	Sell	33,022 -2,846	-8%	-$144K	0.09%	203
2026 Q1	$1.82M	Sell	35,868 -593	-2%	-$30K	0.11%	170
2025 Q4	$1.84M	Sell	36,461 -15,749	-30%	-$795K	0.12%	170
2025 Q3	$2.64M	Sell	52,210 -6,829	-12%	-$345K	0.18%	125
2025 Q2	$2.99M	Buy	59,039 +17,974	+44%	+$909K	0.23%	99
2025 Q1	$2.08M	Sell	41,065 -1,459	-3%	-$73.8K	0.18%	121
2024 Q4	$2.15M	Buy	42,524 +181	+0.4%	+$9.14K	0.18%	115
2024 Q3	$2.14M	Sell	42,343 -2,072	-5%	-$105K	0.19%	115
2024 Q2	$2.24M	Sell	44,415 -2,532	-5%	-$128K	0.21%	104
2024 Q1	$2.38M	Sell	46,947 -13,844	-23%	-$700K	0.24%	89
2023 Q4	$3.07M	Buy	60,791 +45,642	+301%	+$2.31M	0.47%	45
2023 Q3	$769K	Buy	+15,149	New	+$767K	0.09%	233

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

Koshinski Asset Management's TFLO Position: Q2 2026 in Review

Koshinski Asset Management reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 7.9% in Q2 2026, selling an estimated $144K and leaving 33,022 shares worth $1.67M. The position accounts for 0.09% of the portfolio, ranked #203.

Koshinski Asset Management first reported a position in TFLO in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.07M in Q4 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Koshinski Asset Management held 33,022 shares of iShares Treasury Floating Rate Bond ETF worth $1.67M as of Q2 2026.
Koshinski Asset Management sold 2,846 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $144K.
iShares Treasury Floating Rate Bond ETF made up 0.09% of Koshinski Asset Management's portfolio in Q2 2026, its #203 holding.
Koshinski Asset Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Koshinski Asset Management's iShares Treasury Floating Rate Bond ETF position peaked at $3.07M in Q4 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.