Murphy Middleton Hinkle & Parker’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Murphy Middleton Hinkle & Parker’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	$308K	Hold	6,092	–	–	0.13%	116
2026 Q1	$308K	Sell	6,092 -53,325	-90%	-$2.7M	0.14%	114
2025 Q4	$1.79M	Buy	59,417 +53,325	+875%	+$2.69M	0.86%	29
2025 Q3	$308K	Buy	6,092 +1,196	+24%	+$60.5K	0.15%	115
2025 Q2	$248K	Hold	4,896	–	–	0.14%	120
2025 Q1	$248K	Hold	4,896	–	–	0.14%	120
2024 Q4	$247K	Buy	+4,896	New	+$247K	0.14%	120

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

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