Fiduciary Financial Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Fiduciary Financial 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
2026 Q2	$245K	Buy	4,834 +28	+0.6%	+$1.42K	0.03%	336
2026 Q1	$243K	Sell	4,806 -688	-13%	-$34.8K	0.03%	312
2025 Q4	$277K	Buy	5,494 +1,066	+24%	+$53.8K	0.04%	268
2025 Q3	$224K	Buy	4,428 +31	+0.7%	+$1.57K	0.04%	294
2025 Q2	$222K	Buy	+4,397	New	+$222K	0.04%	281

Other funds holding TFLO

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 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

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return