Anderson Hoagland & Co’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Anderson Hoagland & Co’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	$6.32M	Sell	124,817 -21,144	-14%	-$1.07M	0.5%	53
2026 Q1	$7.39M	Buy	145,961 +1,260	+0.9%	+$63.7K	0.64%	46
2025 Q4	$7.3M	Sell	144,701 -12,577	-8%	-$635K	0.63%	45
2025 Q3	$7.96M	Buy	157,278 +55,311	+54%	+$2.8M	0.71%	40
2025 Q2	$5.16M	Buy	101,967 +32,543	+47%	+$1.65M	0.49%	53
2025 Q1	$3.51M	Buy	69,424 +3,464	+5%	+$175K	0.42%	62
2024 Q4	$3.34M	Buy	65,960 +26,168	+66%	+$1.32M	0.34%	76
2024 Q3	$2.01M	Buy	39,792 +16,807	+73%	+$849K	0.2%	100
2024 Q2	$1.16M	Buy	+22,985	New	+$1.16M	0.12%	105

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

Anderson Hoagland & Co's TFLO Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 14% in Q2 2026, selling an estimated $1.07M and leaving 124,817 shares worth $6.32M. The position accounts for 0.5% of the portfolio, ranked #53.

Anderson Hoagland & Co first reported a position in TFLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.96M in Q3 2025. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Anderson Hoagland & Co held 124,817 shares of iShares Treasury Floating Rate Bond ETF worth $6.32M as of Q2 2026.
Anderson Hoagland & Co sold 21,144 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $1.07M.
iShares Treasury Floating Rate Bond ETF made up 0.5% of Anderson Hoagland & Co's portfolio in Q2 2026, its #53 holding.
Anderson Hoagland & Co first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Anderson Hoagland & Co's iShares Treasury Floating Rate Bond ETF position peaked at $7.96M in Q3 2025.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.