Chatterton & Associates’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Chatterton & Associates’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 Q3	$240K	Buy	+4,742	New	+$240K	0.11%	94

Other funds holding TFLO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Chatterton & Associates's TFLO Position: Q3 2026 in Review

Chatterton & Associates opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q3 2026: 4,742 shares worth $240K. The stake represents 0.11% of the portfolio and ranks #94 among its holdings.

391 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

Chatterton & Associates held 4,742 shares of iShares Treasury Floating Rate Bond ETF worth $240K as of Q3 2026.
iShares Treasury Floating Rate Bond ETF was a new Chatterton & Associates position in Q3 2026.
iShares Treasury Floating Rate Bond ETF made up 0.11% of Chatterton & Associates's portfolio in Q3 2026, its #94 holding.
391 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.