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Ishares Tr fltg rate nt shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of Ishares Tr fltg rate nt (FLOT) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services 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 OneAscent Financial Services 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 OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 34k 51.05
2023-12-31 $1.7M 34k 50.61
2023-09-30 $1.8M 35k 50.89
2023-06-30 $1.7M 33k 50.83

More positions owned by OneAscent Financial Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for OneAscent Financial Services

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