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Ishares Tr fltg rate nt shares owned by Perspective Wealth Advisors

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

Historical chart of Perspective 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 Perspective 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 Perspective Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $973k 19k 51.05

More positions owned by Perspective Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust St Term High Etf (SJNK)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)

View all positions for Perspective Wealth Advisors

Top funds holding Ishares Tr fltg rate nt

Bank of America Corporation
Ameriprise Financial
Morgan Stanley
Northern Trust
LPL Financial
New York Life Investment Management
Wells Fargo & Company
Glenview Trust
Franklin Resources
BlackRock
UBS Group
Hartline Investment Corporation
Royal Bank of Canada
Kensington Asset Management
Assetmark

View all funds holding Ishares Tr fltg rate nt