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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's TFLO Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.66% in Q2 2026, buying an estimated $73.4K and bringing the position to 223,131 shares worth $11.3M. The position accounts for 3.03% of the portfolio, ranked #8.

Hutchens & Kramer Investment Management Group first reported a position in TFLO in Q2 2025 and has held it in 5 quarters since. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Hutchens & Kramer Investment Management Group held 223,131 shares of iShares Treasury Floating Rate Bond ETF worth $11.3M as of Q2 2026.
Hutchens & Kramer Investment Management Group bought 1,452 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $73.4K.
iShares Treasury Floating Rate Bond ETF made up 3.03% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #8 holding.
Hutchens & Kramer Investment Management Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2025 and has held it in 5 quarters since.
422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.