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Ishares Tr fltg rate nt shares owned by Independent Wealth Advisors

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

Historical chart of Independent Wealth Advisors 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 Independent Wealth Advisors 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 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $327k 6.4k 50.95
2025-12-31 $325k 6.4k 50.86

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Spdr Gold Tr Gold Shs (GLD)
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Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
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Strategy Day Hagan Smart (SSUS)
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Simplify Exchange Traded Fun High Yield Etf (CDX)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Independent Wealth Advisors

Top funds holding Ishares Tr fltg rate nt

Bank of America Corporation
Morgan Stanley
Ameriprise Financial
Northern Trust
LPL Financial
Wells Fargo & Company
Glenview Trust
New York Life Investment Management
Franklin Resources
BlackRock
UBS Group
Pnc Financial Services
Assetmark
Royal Bank of Canada
Kensington Asset Management

View all funds holding Ishares Tr fltg rate nt