Number of Shares
58,736.00
Current Holdings Value*
$2.98 Mil
% of Portfolio
1.67%
Total Estimate Gain
$167.25
% of Total Estimate Gain
0.00%

Yoder Wealth Management, Inc.'s iShares Treasury Floating Rate Bond ETF Holding Summary

As of 2025-03-31, Yoder Wealth Management, Inc. held 58,736.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $2.98 Mil. This investment constitutes 1.67% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0.04% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.

The initial trade took place in 2023Q4. And since then Yoder Wealth Management, Inc. has made 5 purchases of TFLO, at an average price of $50.56, for a total of 77,356.00 shares. In addition, there have been 1 sales at an average price of $50.54 for 18,620.00 shares. Based on historical transaction data and TFLO's current price of $50.57, Yoder Wealth Management, Inc.'s estimated gain on his TFLO holdings is $167.25, reflecting a 0.00% gain to date.

Yoder Wealth Management, Inc. TFLO ($50.57) Holding Chart

Yoder Wealth Management, Inc. TFLO ($50.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1