Tactive Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Tactive Advisors’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	$478K	Buy	9,434 +154	+2%	+$7.79K	0.12%	158
2026 Q1	$470K	Sell	9,280 -2,238	-19%	-$113K	0.13%	148
2025 Q4	$581K	Buy	11,518 +5,535	+93%	+$280K	0.17%	130
2025 Q3	$303K	Buy	5,983 +241	+4%	+$12.2K	0.09%	199
2025 Q2	$291K	Buy	+5,742	New	+$290K	0.09%	176
2024 Q1	$918K	Sell	18,111 -13,793	-43%	-$698K	0.49%	47
2023 Q4	$1.61M	Sell	31,904 -6,164	-16%	-$312K	1.04%	25
2023 Q3	$1.93M	Buy	38,068 +5,514	+17%	+$279K	1.67%	15
2023 Q2	$1.65M	Buy	32,554 +20,290	+165%	+$1.03M	1.26%	19
2023 Q1	$620K	Buy	+12,264	New	+$619K	0.46%	27

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