Cedar Mountain Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Cedar Mountain Advisors’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	$18.8K	Buy	372 +4	+1%	+$202	﹤0.01%	356
2026 Q1	$18.7K	Buy	368 +11	+3%	+$556	﹤0.01%	312
2025 Q4	$18K	Buy	357 +4	+1%	+$202	﹤0.01%	194
2025 Q3	$17.8K	Buy	353 +4	+1%	+$202	﹤0.01%	198
2025 Q2	$17.7K	Buy	349 +4	+1%	+$202	﹤0.01%	166
2025 Q1	$17.5K	Sell	345 -217	-39%	-$11K	﹤0.01%	164
2024 Q4	$28.4K	Buy	+562	New	+$28.4K	0.01%	131

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