LRI Investments’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

LRI Investments’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	$640K	Buy	+12,638	New	+$639K	0.05%	167

Other funds holding TFLO

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Stash Investments New York $310M AUM 13.03% 1-Year Est. Return

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

LRI Investments's TFLO Position: Q2 2026 in Review

LRI Investments opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2026: 12,638 shares worth $640K. The stake represents 0.05% of the portfolio and ranks #167 among its holdings.

195 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

LRI Investments held 12,638 shares of iShares Treasury Floating Rate Bond ETF worth $640K as of Q2 2026.
iShares Treasury Floating Rate Bond ETF was a new LRI Investments position in Q2 2026.
iShares Treasury Floating Rate Bond ETF made up 0.05% of LRI Investments's portfolio in Q2 2026, its #167 holding.
195 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.