DOHJ LLC’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

DOHJ LLC’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	-27,700	Closed	-$1.4M	–	170
2025 Q1	$1.4M	Sell	27,700 -20,771	-43%	-$1.05M	0.32%	68
2024 Q4	$2.45M	Sell	48,471 -11,508	-19%	-$581K	0.57%	44
2024 Q3	$3.02M	Buy	59,979 +55,655	+1,287%	+$2.81M	0.71%	36
2024 Q2	$219K	Sell	4,324 -37,083	-90%	-$1.88M	0.05%	138
2024 Q1	$2.1M	Sell	41,407 -23,303	-36%	-$1.18M	0.56%	43
2023 Q4	$3.27M	Buy	+64,710	New	+$3.27M	0.97%	29

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 $883M AUM 17.9% 1-Year Est. Return

DOHJ LLC's TFLO Position: Q2 2025 in Review

DOHJ LLC sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2025, closing a stake of 27,700 shares — an estimated $1.4M sold.

DOHJ LLC first reported a position in TFLO in Q4 2023 and held it in 6 quarters. The position peaked at $3.27M in Q4 2023. 403 funds tracked by Wall St. Rank hold TFLO as of Q2 2025.

DOHJ LLC reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2025 after selling out during the quarter.
DOHJ LLC sold 27,700 iShares Treasury Floating Rate Bond ETF shares in Q2 2025, an estimated $1.4M.
DOHJ LLC first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2023 and held it in 6 quarters.
DOHJ LLC's iShares Treasury Floating Rate Bond ETF position peaked at $3.27M in Q4 2023.
403 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2025.

Based on DOHJ LLC's 13F filing for Q2 2025, filed 23 Jul 2025.