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Ishares Tr fltg rate nt shares owned by Oakmont Advisory Group

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

Historical chart of Oakmont Advisory 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 Oakmont Advisory 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 Oakmont Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $617k 12k 50.95
2025-12-31 $737k 15k 50.86

More positions owned by Oakmont Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (CWB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Oakmont Advisory Group

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