Ishares Tr fltg rate nt shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Ishares Tr fltg rate nt (FLOT) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks 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 Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr fltg rate nt by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $245k | 4.8k | 51.09 |
| 2025-06-30 | $272k | 5.3k | 51.02 |
| 2024-12-31 | $205k | 4.0k | 50.88 |
| 2024-09-30 | $227k | 4.5k | 51.04 |
| 2024-06-30 | $200k | 3.9k | 51.09 |
| 2024-03-31 | $426k | 8.3k | 51.06 |