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Ishares Tr fltg rate nt shares owned by Obsidian Personal Planning Solutions

Quarter-by-quarter ownership of Ishares Tr fltg rate nt (FLOT) shares owned by Obsidian Personal Planning Solutions from 13F filings

Historical chart of Obsidian Personal Planning Solutions 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 Obsidian Personal Planning Solutions 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 Obsidian Personal Planning Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.0M 99k 50.62
2023-09-30 $5.0M 98k 50.89

More positions owned by Obsidian Personal Planning Solutions

Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Apple (AAPL)
Spdr Ser Tr Aerospace Def (XAR)
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)

View all positions for Obsidian Personal Planning Solutions

Top funds holding Ishares Tr fltg rate nt

Bank of America Corporation
Franklin Resources
New York Life Investment Management
UBS Group
Assetmark
Wells Fargo & Company
Pnc Financial Services
Glenview Trust
Royal Bank of Canada
Haverford Trust Company
Davenport & Co
Jpmorgan Chase & Co
Advisor Group Holdings
Advocacy Wealth Management Services
Branch Banking & Trust Company

View all funds holding Ishares Tr fltg rate nt