YWM
Yoder Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
64,566
+5,830
| +10% | +$295K | 1.7% | 20 |
|
|
2025
Q1 | $2.98M | Buy |
58,736
+11,020
| +23% | +$558K | 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% | -$942K | 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% | +$260K | 0.38% | 50 |
|
|
2023
Q3 | $274K | Buy |
+5,400
| New | +$274K | 0.23% | 60 |
|