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Ishares Tr fltg rate nt shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital Wealth 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 Pacific Capital Wealth Advisors 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 Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.1k 100 50.88
2024-09-30 $5.1k 100 51.04
2024-06-30 $5.1k 100 51.09
2024-03-31 $5.1k 100 51.06
2023-12-31 $5.1k 100 50.62
2020-09-30 $5.0k 100 50.00

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Ishares Tr fltg rate nt

Demars Financial Group
Bank of America Corporation
Morgan Stanley
Northern Trust
LPL Financial
BlackRock
New York Life Investment Management
Franklin Resources
Wells Fargo & Company
UBS Group
Glenview Trust
Assetmark
Pnc Financial Services
Envestnet Asset Management
Renaissance Technologies

View all funds holding Ishares Tr fltg rate nt