Harbor Investment Advisory’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Harbor Investment Advisory’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	$1.11K	Sell	22 -3	-12%	-$152	﹤0.01%	1230
2026 Q1	$1.27K	Buy	25 +3	+14%	+$152	﹤0.01%	1143
2025 Q4	$1.11K	Hold	22	–	–	﹤0.01%	1163
2025 Q3	$1.11K	Hold	22	–	–	﹤0.01%	1122
2025 Q2	$1.11K	Hold	22	–	–	﹤0.01%	1112
2025 Q1	$1.11K	Sell	22 -26	-54%	-$1.31K	﹤0.01%	1110
2024 Q4	$2.42K	Hold	48	–	–	﹤0.01%	1042
2024 Q3	$2.43K	Hold	48	–	–	﹤0.01%	1054
2024 Q2	$2.43K	Hold	48	–	–	﹤0.01%	1052
2024 Q1	$2.43K	Sell	48 -190	-80%	-$9.61K	﹤0.01%	1068
2023 Q4	$12K	Sell	238 -8	-3%	-$405	﹤0.01%	807
2023 Q3	$12.5K	Buy	+246	New	+$12.5K	﹤0.01%	777

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

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

Markin Asset Management Rye, New York $117M AUM