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 Q2	$4.34M	Buy	85,704 +7,352	+9%	+$372K	1.7%	19
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

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

Yoder Wealth Management's TFLO Position: Q2 2026 in Review

Yoder Wealth Management increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 9.4% in Q2 2026, buying an estimated $372K and bringing the position to 85,704 shares worth $4.34M. The position accounts for 1.7% of the portfolio, ranked #19.

Yoder Wealth Management first reported a position in TFLO in Q3 2023 and has held it in 12 quarters since. 422 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Yoder Wealth Management held 85,704 shares of iShares Treasury Floating Rate Bond ETF worth $4.34M as of Q2 2026.
Yoder Wealth Management bought 7,352 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $372K.
iShares Treasury Floating Rate Bond ETF made up 1.7% of Yoder Wealth Management's portfolio in Q2 2026, its #19 holding.
Yoder Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and has held it in 12 quarters since.
422 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.