DAS
TFLO icon

Dynamic Advisor Solutions’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Dynamic Advisor Solutions’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 		$1.28M Sell
25,326
-5,478
-18% -$277K 0.04% 430
2026
Q1 		$1.56M Sell
30,804
-3,650
-11% -$185K 0.05% 365
2025
Q4 		$1.74M Sell
34,454
-37,509
-52% -$1.89M 0.06% 326
2025
Q3 		$3.64M Sell
71,963
-18,855
-21% -$953K 0.11% 214
2025
Q2 		$4.6M Buy
90,818
+33,389
+58% +$1.69M 0.14% 170
2025
Q1 		$2.91M Sell
57,429
-11,231
-16% -$568K 0.1% 222
2024
Q4 		$3.47M Buy
68,660
+1,649
+2% +$83.3K 0.15% 150
2024
Q3 		$3.39M Sell
67,011
-23,879
-26% -$1.21M 0.1% 221
2024
Q2 		$4.6M Sell
90,890
-171
-0.2% -$8.65K 0.15% 174
2024
Q1 		$4.62M Buy
91,061
+11,827
+15% +$598K 0.16% 180
2023
Q4 		$4M Sell
79,234
-34,130
-30% -$1.73M 0.15% 187
2023
Q3 		$5.75M Buy
113,364
+19,042
+20% +$964K 0.27% 103
2023
Q2 		$4.78M Sell
94,322
-26,545
-22% -$1.34M 0.25% 120
2023
Q1 		$6.11M Buy
+120,867
New +$6.1M 0.36% 74
2021
Q1 		– Sell
-6,010
Closed -$302K – 774
2020
Q4 		$302K Sell
6,010
-1,870
-24% -$94K 0.03% 488
2020
Q3 		$396K Buy
7,880
+2,650
+51% +$133K 0.05% 360
2020
Q2 		$263K Buy
+5,230
New +$263K 0.04% 409

Other funds holding TFLO

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return