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Ishares Tr fltg rate nt shares owned by Beta Wealth

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

Historical chart of Beta 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 Beta 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 Beta Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $405k 8.0k 50.95
2025-09-30 $266k 5.2k 51.09

More positions owned by Beta Wealth

Pimco Etf Tr Multisector Bd (PYLD)
Gmo Etf Trust Gmo Intl Quality (QLTI)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Global X Fds Nasdaq 100 Cover (QYLD)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
Ishares Em Mkts Div Etf (DVYE)
Advisors Inner Circle Lsv Disciplined (LSVD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Goldman Sachs Etf Tr Msci World Priv (GTPE)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Harbor Etf Trust Harbor Commodity (HGER)
J P Morgan Exchange Traded F Realty Income Et (JPRE)

View all positions for Beta Wealth

Top funds holding Ishares Tr fltg rate nt

Bank of America Corporation
Morgan Stanley
Ameriprise Financial
Northern Trust
LPL Financial
Wells Fargo & Company
Glenview Trust
New York Life Investment Management
Franklin Resources
BlackRock
UBS Group
Pnc Financial Services
Assetmark
Royal Bank of Canada
Kensington Asset Management

View all funds holding Ishares Tr fltg rate nt