Smart Money Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Smart Money Group’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	$2.15M	Sell	42,548 -20,542	-33%	-$1.04M	0.55%	22
2026 Q1	$3.19M	Buy	63,090 +6,115	+11%	+$309K	0.93%	10
2025 Q4	$2.87M	Buy	+56,975	New	+$2.88M	0.84%	13
2024 Q4	–	Sell	-7,240	Closed	-$366K	–	98
2024 Q3	$366K	Buy	7,240 +2,689	+59%	+$136K	0.13%	82
2024 Q2	$231K	Buy	+4,551	New	+$230K	0.08%	89
2023 Q4	–	Sell	-201,653	Closed	-$10.2M	–	84
2023 Q3	$10.2M	Buy	+201,653	New	+$10.2M	4.86%	5

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

Smart Money Group's TFLO Position: Q2 2026 in Review

Smart Money Group reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 33% in Q2 2026, selling an estimated $1.04M and leaving 42,548 shares worth $2.15M. The position accounts for 0.55% of the portfolio, ranked #22.

Smart Money Group first reported a position in TFLO in Q3 2023 and has held it in 6 quarters since. The position peaked at $10.2M in Q3 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Smart Money Group held 42,548 shares of iShares Treasury Floating Rate Bond ETF worth $2.15M as of Q2 2026.
Smart Money Group sold 20,542 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $1.04M.
iShares Treasury Floating Rate Bond ETF made up 0.55% of Smart Money Group's portfolio in Q2 2026, its #22 holding.
Smart Money Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 6 quarters since.
Smart Money Group's iShares Treasury Floating Rate Bond ETF position peaked at $10.2M in Q3 2023.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.