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Ishares Tr fltg rate nt shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated 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 Holos Integrated 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $798k 16k 50.95

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
First Trust TCW Unconstrained PLUS Bond Etf (UCON)
Legacy Ed Stock (LGCY)
Vanguard Mid Cap Etf (VO)
First Trust Tactical High Yield Etf (HYLS)
Fidelity Limited Term Bond Etf (FLTB)
Fidelity Total Bond Etf (FBND)
SPDR Russell 1000 Yield Focus Etf (ONEY)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated 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