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Ishares Tr fltg rate nt shares owned by Moulton Wealth Management

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

Historical chart of Moulton Wealth Management 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 Moulton 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 Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.7M 191k 51.09
2025-06-30 $9.8M 193k 50.88
2025-03-31 $11M 214k 51.05
2024-12-31 $7.1M 139k 50.88

More positions owned by Moulton Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Goldman Sachs Physical Gold Unit (AAAU)
Vaneck Etf Trust Gold Miners Etf (GDX)
Select Sector Spdr Tr Technology (XLK)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Expnd Tec Sc Etf (IGM)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr China Lg-cap Etf (FXI)

View all positions for Moulton Wealth Management

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