Potomac Fund Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Potomac Fund Management’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	$759K	Buy	14,996 +101	+0.7%	+$5.11K	0.02%	64
2026 Q1	$754K	Buy	14,895 +2,314	+18%	+$117K	0.03%	58
2025 Q4	$635K	Sell	12,581 -631	-5%	-$31.9K	0.02%	70
2025 Q3	$668K	Sell	13,212 -374	-3%	-$18.9K	0.03%	66
2025 Q2	$687K	Sell	13,586 -815	-6%	-$41.2K	0.04%	62
2025 Q1	$728K	Sell	14,401 -3,987	-22%	-$202K	0.32%	39
2024 Q4	$928K	Buy	+18,388	New	+$929K	0.05%	51

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

Potomac Fund Management's TFLO Position: Q2 2026 in Review

Potomac Fund Management increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 0.68% in Q2 2026, buying an estimated $5.11K and bringing the position to 14,996 shares worth $759K. The position accounts for 0.02% of the portfolio, ranked #64.

Potomac Fund Management first reported a position in TFLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $928K in Q4 2024. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Potomac Fund Management held 14,996 shares of iShares Treasury Floating Rate Bond ETF worth $759K as of Q2 2026.
Potomac Fund Management bought 101 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $5.11K.
iShares Treasury Floating Rate Bond ETF made up 0.02% of Potomac Fund Management's portfolio in Q2 2026, its #64 holding.
Potomac Fund Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Potomac Fund Management's iShares Treasury Floating Rate Bond ETF position peaked at $928K in Q4 2024.
422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Potomac Fund Management's 13F filing for Q2 2026, filed 13 Aug 2026.