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Ishares Tr fltg rate nt shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension Wealth investment in Ishares Tr fltg rate nt

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All positions including Ishares Tr fltg rate nt held by Fourth Dimension 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 Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 5.9k 51.00
2025-06-30 $248k 4.9k 51.00
2025-03-31 $478k 9.4k 51.00
2024-12-31 $102 2 51.00

More positions owned by Fourth Dimension Wealth

Apple Common Stock (AAPL)
Spdr Portfolio MF Closed and MF Open (SPTM)
Technology Select MF Closed and MF Open (XLK)
Janus Henderson MF Closed and MF Open (JMBS)
Spdr Intermediate MF Closed and MF Open (SPTI)
Nvidia Corp Common Stock (NVDA)
Spdr Dow MF Closed and MF Open (DIA)
Vanguard Growth MF Closed and MF Open (VUG)
Amazon Common Stock (AMZN)
Goldman Sachs MF Closed and MF Open (GSLC)
Spdr Developed MF Closed and MF Open (SPDW)
Spdr Portfolio MF Closed and MF Open (SPTS)
Invesco Qqq MF Closed and MF Open (QQQ)
Financial Select MF Closed and MF Open (XLF)
Healthcare Select MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

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