CPCM
TFLO icon

Cardinal Point Capital Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Cardinal Point Capital 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 		$18.9M Sell
373,096
-141,553
-28% -$7.16M 1.07% 22
2026
Q1 		$26.1M Buy
514,649
+125,727
+32% +$6.36M 1.6% 18
2025
Q4 		$19.6M Buy
388,922
+67,195
+21% +$3.39M 1.28% 18
2025
Q3 		$16.2M Buy
321,727
+3,306
+1% +$167K 1.14% 22
2025
Q2 		$16.1M Buy
318,421
+166,392
+109% +$8.41M 1.28% 20
2025
Q1 		$7.7M Sell
152,029
-12,730
-8% -$644K 0.71% 40
2024
Q4 		$8.32M Buy
164,759
+97,798
+146% +$4.94M 1.32% 14
2024
Q3 		$3.39M Sell
66,961
-20,027
-23% -$1.01M 0.56% 19
2024
Q2 		$4.41M Buy
86,988
+38,960
+81% +$1.97M 0.77% 18
2024
Q1 		$2.43M Buy
48,028
+18,023
+60% +$912K 0.46% 19
2023
Q4 		$1.51M Buy
30,005
+3,540
+13% +$179K 0.37% 18
2023
Q3 		$1.34M Buy
26,465
+2,015
+8% +$102K 0.35% 20
2023
Q2 		$1.24M Sell
24,450
-4,880
-17% -$247K 0.37% 22
2023
Q1 		$1.48M Buy
+29,330
New +$1.48M 0.45% 18

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CRWM
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MWM
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CA
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HKIMG
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EWM
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LWAM
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SFGP
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MAM
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