Chris Bulman’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Chris Bulman’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	$1.15M	Sell	22,804 -2,469	-10%	-$125K	0.42%	48
2026 Q1	$1.28M	Sell	25,273 -2,226	-8%	-$113K	0.56%	42
2025 Q4	$1.39M	Buy	27,499 +2,003	+8%	+$101K	0.61%	37
2025 Q3	$1.29M	Sell	25,496 -7,052	-22%	-$356K	0.65%	39
2025 Q2	$1.65M	Sell	32,548 -808	-2%	-$40.9K	0.94%	32
2025 Q1	$1.69M	Sell	33,356 -2,976	-8%	-$151K	1.07%	29
2024 Q4	$1.83M	Sell	36,332 -2,639	-7%	-$133K	1.17%	25
2024 Q3	$1.97M	Buy	38,971 +4,609	+13%	+$233K	1.34%	19
2024 Q2	$1.74M	Buy	+34,362	New	+$1.74M	1.19%	22

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

Chris Bulman's TFLO Position: Q2 2026 in Review

Chris Bulman reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 9.8% in Q2 2026, selling an estimated $125K and leaving 22,804 shares worth $1.15M. The position accounts for 0.42% of the portfolio, ranked #48.

Chris Bulman first reported a position in TFLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.97M in Q3 2024. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Chris Bulman held 22,804 shares of iShares Treasury Floating Rate Bond ETF worth $1.15M as of Q2 2026.
Chris Bulman sold 2,469 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $125K.
iShares Treasury Floating Rate Bond ETF made up 0.42% of Chris Bulman's portfolio in Q2 2026, its #48 holding.
Chris Bulman first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Chris Bulman's iShares Treasury Floating Rate Bond ETF position peaked at $1.97M in Q3 2024.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.