TrueWealth Advisors »

Ishares Tr fltg rate nt shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth 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 TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr fltg rate nt by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 4.5k 51.04
2024-06-30 $232k 4.5k 51.09
2024-03-31 $232k 4.5k 51.06
2023-12-31 $230k 4.5k 50.62
2023-09-30 $256k 5.0k 50.89
2023-06-30 $256k 5.0k 50.82
2023-03-31 $243k 4.8k 50.39
2022-12-31 $242k 4.8k 50.33
2022-09-30 $246k 4.9k 50.25
2022-06-30 $240k 4.8k 49.82
2022-03-31 $245k 4.8k 50.53
2021-12-31 $248k 4.9k 50.66
2021-09-30 $249k 4.9k 50.87
2021-06-30 $262k 5.2k 50.79
2021-03-31 $278k 5.5k 50.82
2020-12-31 $231k 4.5k 50.88