Chapman Financial Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Chapman Financial Group’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 Q1	–	Sell	-615	Closed	-$31K	–	273
2025 Q4	$31K	Sell	615 -300	-33%	-$15.2K	0.02%	197
2025 Q3	$46.3K	Sell	915 -250	-21%	-$12.6K	0.03%	182
2025 Q2	$59K	Buy	+1,165	New	+$58.9K	0.05%	136
2024 Q4	$119K	Buy	+2,365	New	+$119K	0.1%	125

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FAC

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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Chapman Financial Group's TFLO Position: Q1 2026 in Review

Chapman Financial Group sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 615 shares — an estimated $31K sold.

Chapman Financial Group first reported a position in TFLO in Q4 2024 and held it in 4 quarters. The position peaked at $119K in Q4 2024. 416 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

Chapman Financial Group reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
Chapman Financial Group sold 615 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $31K.
Chapman Financial Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and held it in 4 quarters.
Chapman Financial Group's iShares Treasury Floating Rate Bond ETF position peaked at $119K in Q4 2024.
416 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.