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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
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)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Pacific Capital Wealth Advisors

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
Putnam Fl Investment Management
Advisor Group Holdings
Advocacy Wealth Management Services

View all funds holding Ishares Tr fltg rate nt