FF
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Friedenthal Financial’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Friedenthal Financial’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 		$95.1K Sell
1,879
-83,863
-98% -$4.24M 0.04% 130
2026
Q1 		$4.34M Buy
85,742
+84,870
+9,733% +$4.29M 2.18% 14
2025
Q4 		$44K Sell
872
-328
-27% -$16.6K 0.02% 154
2025
Q3 		$60.7K Buy
1,200
+42
+4% +$2.12K 0.03% 145
2025
Q2 		$58.7K Sell
1,158
-201
-15% -$10.2K 0.03% 143
2025
Q1 		$68.8K Sell
1,359
-47
-3% -$2.38K 0.04% 136
2024
Q4 		$71K Sell
1,406
-1,358
-49% -$68.6K 0.04% 129
2024
Q3 		$140K Sell
2,764
-28
-1% -$1.42K 0.08% 116
2024
Q2 		$141K Sell
2,792
-2,000
-42% -$101K 0.09% 111
2024
Q1 		$243K Buy
4,792
+530
+12% +$26.8K 0.15% 101
2023
Q4 		$215K Buy
+4,262
New +$216K 0.14% 99

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
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
MAM
Markin Asset Management Rye, New York $117M AUM