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Ishares Tr fltg rate nt shares owned by Forbes Financial Planning

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

Historical chart of Forbes Financial Planning investment in Ishares Tr fltg rate nt

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All positions including Ishares Tr fltg rate nt held by Forbes Financial Planning 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 Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.1M 140k 50.90

More positions owned by Forbes Financial Planning

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Series Trust State Street Spd (SPIB)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Index Fds Total Stk Mkt (VTI)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Forbes Financial Planning

Top funds holding Ishares Tr fltg rate nt

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
Davenport & Co

View all funds holding Ishares Tr fltg rate nt