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Ishares Tr fltg rate nt shares owned by Zrc Wealth Management

Quarter-by-quarter ownership of Ishares Tr fltg rate nt (FLOT) shares owned by Zrc Wealth Management from 13F filings

Historical chart of Zrc Wealth Management investment in Ishares Tr fltg rate nt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fltg rate nt held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fltg rate nt by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $30k 595 51.08
2023-12-31 $39k 771 50.89
2023-09-30 $39k 771 50.89
2023-06-30 $39k 765 50.85
2023-03-31 $76k 1.5k 50.40

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc Wealth Management

Top funds holding Ishares Tr fltg rate nt

Bank of America Corporation
BlackRock
Franklin Resources
LPL Financial
UBS Group
New York Life Investment Management
Pnc Financial Services
Assetmark
Wells Fargo & Company
Glenview Trust
Royal Bank of Canada
Haverford Trust Company
Davenport & Co
Putnam Fl Investment Management
Advocacy Wealth Management Services

View all funds holding Ishares Tr fltg rate nt