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

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

Murphy Middleton Hinkle & Parker's TFLO Position: Q2 2026 in Review

Murphy Middleton Hinkle & Parker held its iShares Treasury Floating Rate Bond ETF (TFLO) position steady in Q2 2026 at 6,092 shares worth $308K. The position accounts for 0.13% of the portfolio, ranked #116.

Murphy Middleton Hinkle & Parker first reported a position in TFLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q4 2025. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Murphy Middleton Hinkle & Parker held 6,092 shares of iShares Treasury Floating Rate Bond ETF worth $308K as of Q2 2026.
Murphy Middleton Hinkle & Parker left its iShares Treasury Floating Rate Bond ETF share count unchanged in Q2 2026.
iShares Treasury Floating Rate Bond ETF made up 0.13% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #116 holding.
Murphy Middleton Hinkle & Parker first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Murphy Middleton Hinkle & Parker's iShares Treasury Floating Rate Bond ETF position peaked at $1.79M in Q4 2025.
421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2026, filed 14 Jul 2026.