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

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

Cedar Mountain Advisors's TFLO Position: Q2 2026 in Review

Cedar Mountain Advisors increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 1.1% in Q2 2026, buying an estimated $202 and bringing the position to 372 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Cedar Mountain Advisors first reported a position in TFLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.4K in Q4 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Cedar Mountain Advisors held 372 shares of iShares Treasury Floating Rate Bond ETF worth $18.8K as of Q2 2026.
Cedar Mountain Advisors bought 4 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $202.
iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #356 holding.
Cedar Mountain Advisors first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cedar Mountain Advisors's iShares Treasury Floating Rate Bond ETF position peaked at $28.4K in Q4 2024.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.