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Ishares Tr trs flt rt bd shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services 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 Cypress Wealth Services 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 Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $341k 6.7k 50.69
2023-12-31 $3.0M 60k 50.47
2023-09-30 $4.0M 78k 50.74

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
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Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Cypress Wealth Services

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