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

Robinson Smith 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	$483K	Buy	9,543 +6	+0.1%	+$303	0.29%	54
2026 Q1	$483K	Sell	9,537 -8,896	-48%	-$450K	0.33%	50
2025 Q4	$930K	Sell	18,433 -3,214	-15%	-$162K	0.64%	31
2025 Q3	$1.1M	Sell	21,647 -53,629	-71%	-$2.71M	0.79%	27
2025 Q2	$3.81M	Sell	75,276 -2,036	-3%	-$103K	3.05%	7
2025 Q1	$3.92M	Buy	77,312 +636	+0.8%	+$32.2K	3.28%	5
2024 Q4	$3.87M	Sell	76,676 -119	-0.2%	-$6.01K	3.28%	5
2024 Q3	$3.89M	Sell	76,795 -35,020	-31%	-$1.77M	3.3%	5
2024 Q2	$5.66M	Buy	111,815 +6,169	+6%	+$312K	4.99%	4
2024 Q1	$5.36M	Sell	105,646 -5,994	-5%	-$303K	5.15%	4
2023 Q4	$5.63M	Buy	+111,640	New	+$5.65M	5.54%	4

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

Robinson Smith Wealth Advisors's TFLO Position: Q2 2026 in Review

Robinson Smith Wealth Advisors increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.06% in Q2 2026, buying an estimated $303 and bringing the position to 9,543 shares worth $483K. The position accounts for 0.29% of the portfolio, ranked #54.

Robinson Smith Wealth Advisors first reported a position in TFLO in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.66M in Q2 2024. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Robinson Smith Wealth Advisors held 9,543 shares of iShares Treasury Floating Rate Bond ETF worth $483K as of Q2 2026.
Robinson Smith Wealth Advisors bought 6 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $303.
iShares Treasury Floating Rate Bond ETF made up 0.29% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Robinson Smith Wealth Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $5.66M in Q2 2024.
422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.