Csenge Advisory Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Csenge Advisory 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
2025 Q2	–	Sell	-4,559	Closed	-$231K	–	704
2025 Q1	$231K	Sell	4,559 -1,813	-28%	-$91.7K	0.01%	601
2024 Q4	$322K	Sell	6,372 -67	-1%	-$3.38K	0.02%	541
2024 Q3	$325K	Sell	6,439 -1,013	-14%	-$51.2K	0.02%	539
2024 Q2	$378K	Sell	7,452 -2,990	-29%	-$151K	0.02%	476
2024 Q1	$529K	Sell	10,442 -28,842	-73%	-$1.46M	0.03%	416
2023 Q4	$1.98M	Sell	39,284 -3,011	-7%	-$152K	0.12%	140
2023 Q3	$2.15M	Buy	+42,295	New	+$2.14M	0.15%	127

Other funds holding TFLO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FAC

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

Csenge Advisory Group's TFLO Position: Q2 2025 in Review

Csenge Advisory Group sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2025, closing a stake of 4,559 shares — an estimated $231K sold.

Csenge Advisory Group first reported a position in TFLO in Q3 2023 and held it in 7 quarters. The position peaked at $2.15M in Q3 2023. 403 funds tracked by Wall St. Rank hold TFLO as of Q2 2025.

Csenge Advisory Group reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
Csenge Advisory Group sold 4,559 iShares Treasury Floating Rate Bond ETF shares in Q2 2025, an estimated $231K.
Csenge Advisory Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 7 quarters.
Csenge Advisory Group's iShares Treasury Floating Rate Bond ETF position peaked at $2.15M in Q3 2023.
403 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2025.

Based on Csenge Advisory Group's 13F filing for Q2 2025, filed 6 Aug 2025.