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Ishares Tr fltg rate nt shares owned by Crestwood Advisors

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

Historical chart of Crestwood Advisors 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 Crestwood Advisors 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 37k 51.09

More positions owned by Crestwood Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p 500 Etf Etf (IVV)
Nvidia Corporation Stock (NVDA)
Meta Platforms Inc Cl A Stock (META)
Visa Inc Com Cl A Stock (V)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Booking Holdings Stock (BKNG)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Blackstone Stock (BX)
Fiserv Stock (FI)
Ishares U.s. Treasury Bond Etf Etf (GOVT)

View all positions for Crestwood Advisors

Top funds holding Ishares Tr fltg rate nt

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

View all funds holding Ishares Tr fltg rate nt