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Split Rock Private Trading & Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Split Rock Private Trading & Wealth 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 		$7.26M Buy
143,396
+32,589
+29% +$1.65M 4.98% 4
2026
Q1 		$5.61M Buy
+110,807
New +$5.6M 4.34% 7

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

Split Rock Private Trading & Wealth Management's TFLO Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 29% in Q2 2026, buying an estimated $1.65M and bringing the position to 143,396 shares worth $7.26M. The position accounts for 4.98% of the portfolio, ranked #4.

Split Rock Private Trading & Wealth Management first reported a position in TFLO in Q1 2026 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 143,396 shares of iShares Treasury Floating Rate Bond ETF worth $7.26M as of Q2 2026.
  • Split Rock Private Trading & Wealth Management bought 32,589 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $1.65M.
  • iShares Treasury Floating Rate Bond ETF made up 4.98% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.