CX Institutional’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

CX Institutional’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	$61K	Buy	1,206 +11	+0.9%	+$556	﹤0.01%	949
2026 Q1	$61K	Buy	1,195 +7	+0.6%	+$354	﹤0.01%	938
2025 Q4	$60K	Buy	1,188 +15	+1%	+$757	﹤0.01%	945
2025 Q3	$59K	Hold	1,173	–	–	﹤0.01%	910
2025 Q2	$59K	Hold	1,173	–	–	﹤0.01%	835
2025 Q1	$59K	Buy	+1,173	New	+$59.3K	﹤0.01%	817

Other funds holding TFLO

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return