OAS
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Optivise Advisory Services’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Optivise Advisory Services’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 		$6.68M Sell
131,894
-98,944
-43% -$5M 3.39% 2
2026
Q1 		$11.7M Buy
230,838
+65,141
+39% +$3.29M 7.08% 1
2025
Q4 		$8.36M Sell
165,697
-14,324
-8% -$723K 4.82% 1
2025
Q3 		$9.11M Sell
180,021
-215,286
-54% -$10.9M 5.42% 1
2025
Q2 		$20M Sell
395,307
-193,632
-33% -$9.79M 10.23% 1
2025
Q1 		$29.8M Buy
588,939
+231,021
+65% +$11.7M 16.75% 1
2024
Q4 		$18.1M Sell
357,918
-313,478
-47% -$15.8M 9.74% 1
2024
Q3 		$34M Buy
671,396
+237,991
+55% +$12M 17.88% 1
2024
Q2 		$22M Buy
+433,405
New +$21.9M 11.85% 1

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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 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