Avior Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Avior 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	$380K	Sell	7,506 -7	-0.1%	-$354	0.01%	589
2026 Q1	$380K	Buy	7,513 +2,863	+62%	+$145K	0.01%	610
2025 Q4	$235K	Buy	4,650 +46	+1%	+$2.32K	0.01%	685
2025 Q3	$233K	Sell	4,604 -2,203	-32%	-$111K	0.01%	668
2025 Q2	$345K	Buy	6,807 +9	+0.1%	+$455	0.01%	534
2025 Q1	$344K	Buy	6,798 +23	+0.3%	+$1.16K	0.01%	512
2024 Q4	$342K	Sell	6,775 -82	-1%	-$4.14K	0.01%	555
2024 Q3	$347K	Sell	6,857 -1,116	-14%	-$56.4K	0.01%	551
2024 Q2	$404K	Buy	7,973 +2,179	+38%	+$110K	0.02%	491
2024 Q1	$294K	Buy	+5,794	New	+$293K	0.01%	592

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