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Ishares Tr fltg rate nt shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management 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 Heritage Wealth Management 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $2.7M 55k 50.33
2022-09-30 $1.5M 29k 50.28
2022-06-30 $1.3M 27k 49.92
2022-03-31 $1.4M 27k 50.53
2021-09-30 $1.0M 20k 50.86
2021-06-30 $919k 18k 50.79
2021-03-31 $1.2M 23k 50.78