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

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Markin Asset Management Rye, New York $117M AUM