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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
Q3 		$4.96M Buy
97,887
+12,183
+14% +$616K 1.87% 16
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

Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $158M AUM 13.15% 1-Year Est. Return

Yoder Wealth Management's TFLO Position: Q3 2026 in Review

Yoder Wealth Management increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 14% in Q3 2026, buying an estimated $616K and bringing the position to 97,887 shares worth $4.96M. The position accounts for 1.87% of the portfolio, ranked #16.

Yoder Wealth Management first reported a position in TFLO in Q3 2023 and has held it in 13 quarters since. 81 funds tracked by Wall St. Rank hold TFLO as of Q3 2026.

  • Yoder Wealth Management held 97,887 shares of iShares Treasury Floating Rate Bond ETF worth $4.96M as of Q3 2026.
  • Yoder Wealth Management bought 12,183 iShares Treasury Floating Rate Bond ETF shares in Q3 2026, an estimated $616K.
  • iShares Treasury Floating Rate Bond ETF made up 1.87% of Yoder Wealth Management's portfolio in Q3 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 13 quarters since.
  • 81 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.