HIMS
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Hager Investment Management Services’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Hager Investment Management Services’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-768
Closed -$39.2K – 307
2025
Q1 		$39.2K Buy
+768
New +$39.6K 0.03% 139

Other funds holding TFLR

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
AWM
Aviso Wealth Management Bellevue, Washington $222M AUM 29.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hager Investment Management Services's TFLR Position: Q2 2025 in Review

Hager Investment Management Services sold out of T. Rowe Price Floating Rate ETF (TFLR) in Q2 2025, closing a stake of 768 shares — an estimated $39.2K sold.

Hager Investment Management Services first reported a position in TFLR in Q1 2025 and held it in 1 quarter. The position peaked at $39.2K in Q1 2025. 68 funds tracked by Wall St. Rank hold TFLR as of Q2 2025.

  • Hager Investment Management Services reported no remaining T. Rowe Price Floating Rate ETF position as of Q2 2025 after selling out during the quarter.
  • Hager Investment Management Services sold 768 T. Rowe Price Floating Rate ETF shares in Q2 2025, an estimated $39.2K.
  • Hager Investment Management Services first reported a position in T. Rowe Price Floating Rate ETF in Q1 2025 and held it in 1 quarter.
  • Hager Investment Management Services's T. Rowe Price Floating Rate ETF position peaked at $39.2K in Q1 2025.
  • 68 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q2 2025.

Based on Hager Investment Management Services's 13F filing for Q2 2025, filed 23 Jul 2025.