Focus Financial Network’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Focus Financial Network’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	$1.61M	Sell	31,778 -1,190	-4%	-$60.2K	0.05%	269
2026 Q1	$1.67M	Sell	32,968 -30,461	-48%	-$1.54M	0.06%	243
2025 Q4	$3.2M	Sell	63,429 -3,438	-5%	-$174K	0.11%	146
2025 Q3	$3.38M	Sell	66,867 -2,345	-3%	-$119K	0.12%	138
2025 Q2	$3.51M	Buy	69,212 +7,424	+12%	+$375K	0.14%	131
2025 Q1	$3.13M	Buy	61,788 +1,251	+2%	+$63.3K	0.13%	133
2024 Q4	$3.06M	Buy	60,537 +8,491	+16%	+$429K	0.12%	136
2024 Q3	$2.63M	Buy	52,046 +18,288	+54%	+$924K	0.11%	145
2024 Q2	$1.71M	Sell	33,758 -475	-1%	-$24K	0.07%	196
2024 Q1	$1.73M	Sell	34,233 -60,783	-64%	-$3.08M	0.08%	183
2023 Q4	$4.8M	Buy	95,016 +40,326	+74%	+$2.04M	0.18%	116
2023 Q3	$2.77M	Buy	+54,690	New	+$2.77M	0.16%	121

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