Ogorek Anthony Joseph’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Ogorek Anthony Joseph’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	–	Sell	-108	Closed	-$5K	–	702
2025 Q4	$5K	Buy	108 +2	+2%	+$101	﹤0.01%	492
2025 Q3	$5K	Buy	106 +1	+1%	+$51	﹤0.01%	505
2025 Q2	$5K	Buy	105 +1	+1%	+$51	﹤0.01%	484
2025 Q1	$5K	Buy	+104	New	+$5.26K	﹤0.01%	476

Other funds holding TFLO

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $883M AUM 17.9% 1-Year Est. Return

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

Ogorek Anthony Joseph's TFLO Position: Q1 2026 in Review

Ogorek Anthony Joseph sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2026, closing a stake of 108 shares — an estimated $5K sold.

Ogorek Anthony Joseph first reported a position in TFLO in Q1 2025 and held it in 4 quarters. The position peaked at $5K in Q4 2025. 416 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

Ogorek Anthony Joseph reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q1 2026 after selling out during the quarter.
Ogorek Anthony Joseph sold 108 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $5K.
Ogorek Anthony Joseph first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2025 and held it in 4 quarters.
Ogorek Anthony Joseph's iShares Treasury Floating Rate Bond ETF position peaked at $5K in Q4 2025.
416 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.