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Ishares Tr fltg rate nt shares owned by KFA Private Wealth Group

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

Historical chart of KFA Private Wealth Group 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 KFA Private Wealth Group 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 KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $702k 14k 51.09
2025-06-30 $701k 14k 51.02
2025-03-31 $702k 14k 51.05

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for KFA Private Wealth Group

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