Hutchens & Kramer Investment Management Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Hutchens & Kramer Investment Management 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	$11.3M	Buy	223,131 +1,452	+0.7%	+$73.4K	3.03%	8
2026 Q1	$11.2M	Buy	221,679 +31,508	+17%	+$1.59M	3.55%	8
2025 Q4	$9.6M	Buy	190,171 +86,112	+83%	+$4.35M	3.31%	8
2025 Q3	$5.26M	Buy	104,059 +54,264	+109%	+$2.74M	2.07%	11
2025 Q2	$2.51M	Buy	+49,795	New	+$2.52M	1.15%	22

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

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