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Ishares Tr fltg rate nt shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Ishares Tr fltg rate nt (FLOT) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Ishares Tr fltg rate nt

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All positions including Ishares Tr fltg rate nt held by SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 30k 51.09
2025-06-30 $1.3M 26k 51.08
2025-03-31 $1.2M 24k 51.05
2024-12-31 $663k 13k 50.88
2024-09-30 $248k 4.9k 51.04
2024-06-30 $256k 5.0k 51.09
2023-12-31 $295k 5.8k 50.94
2023-09-30 $391k 7.7k 50.89
2023-06-30 $307k 6.0k 50.82
2023-03-31 $320k 6.3k 50.39
2022-12-31 $828k 17k 50.33