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Ishares Tr trs flt rt bd shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Ishares Tr trs flt rt bd (TFLO) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Ishares Tr trs flt rt bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr trs flt rt bd held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr trs flt rt bd by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $371k 7.4k 50.47
2023-09-30 $406k 8.0k 50.74

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View all positions for Beacon Financial Advisory

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
LPL Financial
UBS Group
Oxbow Advisors
Raymond James Financial Services Advisors
BIP Wealth
Branch Banking & Trust Company
Mercer Global Advisors
Assetmark
Cambridge Investment Research Advisors
United Capital Financial Advisers
Arbor Investment Advisors
Mariner Wealth Advisors
Royal Bank of Canada
Madison Asset Management

View all funds holding Ishares Tr trs flt rt bd