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Ishares Tr fltg rate nt shares owned by Portland Financial Advisors

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

Historical chart of Portland Financial 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 Portland Financial 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 Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $666k 13k 50.86
2025-09-30 $663k 13k 51.09
2025-06-30 $657k 13k 51.02
2025-03-31 $618k 12k 51.05

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Omega Healthcare Investors (OHI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (SPSB)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust State Street Spd (FLRN)
Spdr Series Trust State Street Spd (LGLV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust State Street Spd (CWB)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Portland Financial Advisors

Top funds holding Ishares Tr fltg rate nt

Northern Trust
LPL Financial
Wells Fargo & Company
New York Life Investment Management
Franklin Resources
BlackRock
Glenview Trust
UBS Group
Ameriprise Financial
Royal Bank of Canada
Assetmark
Pnc Financial Services
Putnam Fl Investment Management
Envestnet Asset Management
Davenport & Co

View all funds holding Ishares Tr fltg rate nt