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Ishares Tr trs flt rt bd shares owned by Forthright Family Wealth Advisory

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

Historical chart of Forthright Family Wealth 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 Forthright Family Wealth 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 Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 53k 50.69
2023-12-31 $3.3M 65k 50.47

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 100 Etf (OEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Forthright Family Wealth Advisory

Top funds holding Ishares Tr trs flt rt bd

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

View all funds holding Ishares Tr trs flt rt bd