Ballast Rock Private Wealth »

Ishares Tr fltg rate nt shares owned by Ballast Rock Private Wealth

Quarter-by-quarter ownership of Ishares Tr fltg rate nt (FLOT) shares owned by Ballast Rock Private Wealth from 13F filings

Historical chart of Ballast Rock Private Wealth investment in Ishares Tr fltg rate nt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fltg rate nt held by Ballast Rock Private Wealth 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 Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $906k 18k 50.86

More positions owned by Ballast Rock Private Wealth

Apple (AAPL)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vs Trust -1x Shrt Vix Fut (SVIX)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Ballast Rock Private Wealth

Top funds holding Ishares Tr fltg rate nt

Northern Trust
LPL Financial
Wells Fargo & Company
New York Life Investment Management
Franklin Resources
Glenview Trust
BlackRock
UBS Group
Ameriprise Financial
Royal Bank of Canada
Assetmark
Pnc Financial Services
Putnam Fl Investment Management
Davenport & Co
Hartline Investment Corporation

View all funds holding Ishares Tr fltg rate nt