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Ishares Tr fltg rate nt shares owned by SlateStone Wealth

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

Historical chart of SlateStone Wealth 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 SlateStone Wealth 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 SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $862k 17k 51.08
2023-12-31 $636k 13k 50.60
2023-09-30 $410k 8.1k 50.87

More positions owned by SlateStone Wealth

SPDR S&P 500 ETF Tr Etf (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco QQQ Ser 1 Etf (QQQ)
NVIDIA Corporation (NVDA)
Alphabet Inc Class A cs (GOOGL)
iShares Russell 1000 Growth ET Etf (IWF)
Pepsi (PEP)
Amazon (AMZN)
iShares USA Quality Fctr Etf (QUAL)
iShares 20 Yr Tr Bond ETF Etf (TLT)
Chevron Corporation (CVX)
Merck & Co (MRK)
Vanguard High Div Yield Etf (VYM)
JPMorgan Chase & Co. (JPM)

View all positions for SlateStone Wealth

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
Advisor Group Holdings
Advocacy Wealth Management Services
Branch Banking & Trust Company

View all funds holding Ishares Tr fltg rate nt