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Ishares Tr fltg rate nt shares owned by Tandem Wealth Advisors

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

Historical chart of Tandem 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 Tandem 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 Tandem Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $14M 269k 51.05

More positions owned by Tandem Wealth Advisors

SPDR S&P Mid Cap 400 ETF Etf (MDY)
iShares MSCI EAFE ETF Etf (EFA)
iShares MSCI Emerging Markets ETF Etf (EEM)
iShares Core U.S. Aggregate Bond ETF Etf (AGG)
Vanguard Short-Term Corporate Bond Index Fund ETF Etf (VCSH)
iShares Core Dividend Growth ETF Etf (DGRO)
Spdr S&p 500 Etf Etf (SPY)
Invesco S&P 500 Equal Weight ETF Etf (RSP)
iShares Floating Rate Bond ETF Etf (FLOT)
iShares MBS ETF Etf (MBB)
Vanguard Information Technology Index Fund ETF Etf (VGT)
Vanguard Industrials ETF Etf (VIS)
Vanguard Financials Index Fund ETF Etf (VFH)
Vanguard Total Stock Market ETF Etf (VTI)
Kla Stock (KLAC)

View all positions for Tandem 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