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Ishares Tr fltg rate nt shares owned by Vertrix Wealth Management

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

Historical chart of Vertrix Wealth Management investment in Ishares Tr fltg rate nt

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All positions including Ishares Tr fltg rate nt held by Vertrix Wealth Management 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 Vertrix Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $12M 233k 51.05

More positions owned by Vertrix Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple (AAPL)
Spdr Series Trust ST STR P500GRW (SPYG)
JPMorgan Chase & Co. (JPM)
American Express Company (AXP)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)
Amgen (AMGN)
Linde SHS (LIN)
NVIDIA Corporation (NVDA)

View all positions for Vertrix Wealth Management

Top funds holding Ishares Tr fltg rate nt

Bank of America Corporation
Morgan Stanley
Ameriprise Financial
Northern Trust
LPL Financial
Wells Fargo & Company
Glenview Trust
New York Life Investment Management
Franklin Resources
BlackRock
UBS Group
Pnc Financial Services
Assetmark
Royal Bank of Canada
Raymond James Financial

View all funds holding Ishares Tr fltg rate nt