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Ishares Tr trs flt rt bd shares owned by Keebeck Wealth Management

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

Historical chart of Keebeck Wealth Management 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 Keebeck Wealth Management 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 Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $590k 12k 50.47
2023-09-30 $669k 13k 50.74

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
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Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr U.s. Tech Etf (IYW)
Lowe's Companies (LOW)

View all positions for Keebeck Wealth Management

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