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Ishares Tr trs flt rt bd shares owned by Copperleaf Capital

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

Historical chart of Copperleaf Capital 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 Copperleaf Capital 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 Copperleaf Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.9M 37k 50.74

More positions owned by Copperleaf Capital

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Copperleaf Capital

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
Envestnet Asset Management
Oxbow Advisors
Cetera Investment Advisers
Raymond James Financial Services Advisors
BIP Wealth
Assetmark
Mariner Wealth Advisors
Mercer Global Advisors
Cambridge Investment Research Advisors
Arbor Investment Advisors
Madison Asset Management

View all funds holding Ishares Tr trs flt rt bd