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Ishares Tr fltg rate nt shares owned by Bravera Wealth

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

Historical chart of Bravera 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 Bravera 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 Bravera Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $150k 2.9k 50.95
2025-12-31 $190k 3.7k 50.86

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Vanguard 500 Index ETF S&p 500 Etf Shs (VOO)
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Fidelity SMID Multifactor ETF Sml Mid Mltfct (FSMD)
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Capital Group Dividend Value ETF Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Vanguard Developed Markets Index FTSE ETF Van Ftse Dev Mkt (VEA)
Global X Adaptive U.S. Factor ETF Adaptive Us (AUSF)
SPDR S&P Dividend ETF State Street Spd (SDY)

View all positions for Bravera 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
Assetmark
Pnc Financial Services
Putnam Fl Investment Management
Davenport & Co
Hartline Investment Corporation
Raymond James Financial

View all funds holding Ishares Tr fltg rate nt