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

Rinkey 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 		$48.7M Buy
961,211
+164,450
+21% +$8.31M 11.46% 1
2026
Q1 		$40.3M Sell
796,761
-23,027
-3% -$1.16M 10.32% 1
2025
Q4 		$41.4M Buy
819,788
+74,289
+10% +$3.75M 10.51% 1
2025
Q3 		$37.7M Buy
745,499
+64,872
+10% +$3.28M 10.01% 1
2025
Q2 		$34.5M Sell
680,627
-139,988
-17% -$7.08M 10.36% 1
2025
Q1 		$41.6M Sell
820,615
-52,404
-6% -$2.65M 13.17% 1
2024
Q4 		$44.1M Sell
873,019
-5,646
-0.6% -$285K 14.1% 1
2024
Q3 		$44.5M Sell
878,665
-16,714
-2% -$845K 14.39% 1
2024
Q2 		$45.4M Buy
895,379
+38,070
+4% +$1.93M 16.3% 1
2024
Q1 		$43.5M Sell
857,309
-9,178
-1% -$464K 15.84% 1
2023
Q4 		$43.7M Buy
866,487
+96,701
+13% +$4.89M 17.22% 1
2023
Q3 		$39.1M Buy
769,786
+14,248
+2% +$721K 17.9% 1
2023
Q2 		$38.3M Buy
755,538
+166,438
+28% +$8.41M 17.51% 1
2023
Q1 		$29.8M Sell
589,100
-28,375
-5% -$1.43M 15.62% 1
2022
Q4 		$31.1M Buy
617,475
+345,568
+127% +$17.4M 18.63% 1
2022
Q3 		$13.7M Buy
+271,907
New +$13.7M 10.36% 3

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Raymond James Financial
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

Rinkey Investments's TFLO Position: Q2 2026 in Review

Rinkey Investments increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 21% in Q2 2026, buying an estimated $8.31M and bringing the position to 961,211 shares worth $48.7M. The position accounts for 11.46% of the portfolio, ranked #1.

Rinkey Investments first reported a position in TFLO in Q3 2022 and has held it in 16 quarters since. 424 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Rinkey Investments held 961,211 shares of iShares Treasury Floating Rate Bond ETF worth $48.7M as of Q2 2026.
  • Rinkey Investments bought 164,450 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $8.31M.
  • iShares Treasury Floating Rate Bond ETF made up 11.46% of Rinkey Investments's portfolio in Q2 2026, its #1 holding.
  • Rinkey Investments first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 424 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.