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Eagle Global Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Eagle Global Advisors’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
Q1 		$535K Sell
10,562
-4,550
-30% -$230K 0.02% 199
2025
Q4 		$763K Buy
15,112
+2,865
+23% +$145K 0.03% 186
2025
Q3 		$620K Buy
12,247
+990
+9% +$50K 0.02% 192
2025
Q2 		$570K Sell
11,257
-310
-3% -$15.7K 0.02% 184
2025
Q1 		$586K Sell
11,567
-250
-2% -$12.6K 0.02% 192
2024
Q4 		$596K Sell
11,817
-1,350
-10% -$68.2K 0.02% 184
2024
Q3 		$666K Sell
13,167
-100
-0.8% -$5.05K 0.03% 163
2024
Q2 		$672K Buy
13,267
+3,350
+34% +$169K 0.04% 161
2024
Q1 		$503K Sell
9,917
-900
-8% -$45.5K 0.03% 172
2023
Q4 		$546K Buy
+10,817
New +$547K 0.03% 165

Other funds holding TFLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return