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Ishares Tr fltg rate nt shares owned by Independent Solutions Wealth Management

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

Historical chart of Independent Solutions Wealth Management investment in Ishares Tr fltg rate nt

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All positions including Ishares Tr fltg rate nt held by Independent Solutions 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 Independent Solutions Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $743k 15k 51.04

More positions owned by Independent Solutions Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Costco Wholesale Corporation (COST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Broadcom (AVGO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Independent Solutions Wealth Management

Top funds holding Ishares Tr fltg rate nt

Bank of America Corporation
BlackRock
Franklin Resources
Morgan Stanley
BlackRock
Northern Trust
LPL Financial
New York Life Investment Management
Goodman & Company, Investment Counsel
Glenview Trust
Assetmark
Pnc Financial Services
Wells Fargo & Company
Envestnet Asset Management
Renaissance Technologies

View all funds holding Ishares Tr fltg rate nt