Ishares Tr fltg rate nt shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Ishares Tr fltg rate nt (FLOT) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Ishares Tr fltg rate nt
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All positions including Ishares Tr fltg rate nt held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr fltg rate nt by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $462k | 9.0k | 51.09 |
| 2025-06-30 | $477k | 9.4k | 51.02 |
| 2025-03-31 | $474k | 9.3k | 51.05 |
| 2024-06-30 | $275k | 5.4k | 51.09 |
| 2023-06-30 | $203k | 4.0k | 50.82 |
| 2023-03-31 | $201k | 4.0k | 50.39 |
| 2022-12-31 | $317k | 6.3k | 50.33 |
| 2022-09-30 | $328k | 6.5k | 50.33 |