Pioneer Wealth Management Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Pioneer Wealth Management Group’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	$5.07M	Sell	100,203 -20,825	-17%	-$1.05M	1.23%	11
2026 Q1	$6.13M	Buy	121,028 +98,697	+442%	+$4.99M	1.72%	11
2025 Q4	$1.13M	Buy	22,331 +1,315	+6%	+$66.4K	0.34%	27
2025 Q3	$1.06M	Sell	21,016 -4,497	-18%	-$227K	0.34%	29
2025 Q2	$1.29M	Sell	25,513 -41	-0.2%	-$2.07K	0.48%	24
2025 Q1	$1.29M	Buy	+25,554	New	+$1.29M	0.56%	19
2024 Q3	$766K	Sell	15,137 -5,494	-27%	-$278K	0.37%	27
2024 Q2	$1.05M	Buy	+20,631	New	+$1.04M	0.56%	24

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