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

Yoder Wealth 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
Q1 		$3.97M Buy
78,352
+25,257
+48% +$1.28M 1.81% 16
2025
Q4 		$2.68M Sell
53,095
-11,116
-17% -$561K 1.22% 23
2025
Q3 		$3.25M Sell
64,211
-355
-0.5% -$17.9K 1.54% 21
2025
Q2 		$3.27M Buy
64,566
+5,830
+10% +$295K 1.7% 20
2025
Q1 		$2.98M Buy
58,736
+11,020
+23% +$557K 1.67% 20
2024
Q4 		$2.41M Buy
47,716
+25,119
+111% +$1.27M 1.33% 26
2024
Q3 		$1.14M Sell
22,597
-18,620
-45% -$941K 0.69% 41
2024
Q2 		$2.09M Buy
41,217
+4,775
+13% +$242K 1.35% 24
2024
Q1 		$1.85M Buy
36,442
+25,892
+245% +$1.31M 1.21% 26
2023
Q4 		$532K Buy
10,550
+5,150
+95% +$261K 0.38% 50
2023
Q3 		$274K Buy
+5,400
New +$273K 0.23% 60

Other funds holding TFLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $768M AUM 14.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Yoder Wealth Management's TFLO Position: Q1 2026 in Review

Yoder Wealth Management increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 48% in Q1 2026, buying an estimated $1.28M and bringing the position to 78,352 shares worth $3.97M. The position accounts for 1.81% of the portfolio, ranked #16.

Yoder Wealth Management first reported a position in TFLO in Q3 2023 and has held it in 11 quarters since. 414 funds tracked by Wall St. Rank hold TFLO as of Q1 2026.

  • Yoder Wealth Management held 78,352 shares of iShares Treasury Floating Rate Bond ETF worth $3.97M as of Q1 2026.
  • Yoder Wealth Management bought 25,257 iShares Treasury Floating Rate Bond ETF shares in Q1 2026, an estimated $1.28M.
  • iShares Treasury Floating Rate Bond ETF made up 1.81% of Yoder Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Yoder Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 414 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.