MAM
TFLO icon

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

Milestone 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
Q1 		$460K Sell
9,076
-72,198
-89% -$3.65M 0.08% 169
2025
Q4 		$4.1M Sell
81,274
-421,718
-84% -$21.3M 0.77% 33
2025
Q3 		$25.4M Buy
502,992
+316,702
+170% +$16M 4.82% 4
2025
Q2 		$9.44M Buy
186,290
+179,907
+2,819% +$9.1M 1.99% 8
2025
Q1 		$323K Buy
+6,383
New +$323K 0.07% 179
2023
Q4 		– Sell
-4,690
Closed -$237K – 99
2023
Q3 		$237K Sell
4,690
-2,741
-37% -$139K 0.08% 72
2023
Q2 		$377K Sell
7,431
-7,033
-49% -$355K 0.17% 39
2023
Q1 		$732K Buy
14,464
+7,162
+98% +$362K 0.42% 30
2022
Q4 		$369K Buy
+7,302
New +$368K 0.22% 39

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UBS Group
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WANY
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Envestnet Asset Management
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return