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Legacy Wealth Asset Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Legacy Wealth Asset Management’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 		$10.9M Buy
215,534
+15,877
+8% +$803K 2.4% 4
2026
Q1 		$10.1M Buy
199,657
+11,517
+6% +$582K 2.46% 4
2025
Q4 		$9.49M Buy
188,140
+11,406
+6% +$576K 2.33% 4
2025
Q3 		$8.94M Sell
176,734
-29,092
-14% -$1.47M 2.17% 4
2025
Q2 		$10.4M Sell
205,826
-13,388
-6% -$677K 2.65% 2
2025
Q1 		$11.1M Buy
219,214
+20,940
+11% +$1.06M 3.07% 2
2024
Q4 		$10M Buy
198,274
+3,109
+2% +$157K 2.72% 2
2024
Q3 		$9.88M Sell
195,165
-57,469
-23% -$2.9M 2.65% 2
2024
Q2 		$12.8M Buy
252,634
+41,174
+19% +$2.08M 3.61% 2
2024
Q1 		$10.7M Sell
211,460
-100
-0% -$5.06K 2.98% 2
2023
Q4 		$10.7M Buy
211,560
+89,933
+74% +$4.55M 3.5% 1
2023
Q3 		$6.17M Sell
121,627
-92,553
-43% -$4.68M 2.26% 1
2023
Q2 		$10.9M Buy
214,180
+16,425
+8% +$830K 3.79% 1
2023
Q1 		$10M Buy
197,755
+132,333
+202% +$6.68M 3.61% 1
2022
Q4 		$3.3M Buy
+65,422
New +$3.3M 1.26% 4

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
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
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return