Ishares Tr fltg rate nt shares owned by WJ Wealth Management
Quarter-by-quarter ownership of Ishares Tr fltg rate nt (FLOT) shares owned by WJ Wealth Management
from 13F filings
Historical chart of WJ Wealth Management 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 WJ Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr fltg rate nt by WJ Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $242k | 4.7k | 51.04 |
2024-06-30 | $460k | 9.0k | 51.09 |
2024-03-31 | $459k | 9.0k | 51.06 |
2023-12-31 | $564k | 11k | 50.62 |
2023-09-30 | $567k | 11k | 50.89 |
2023-06-30 | $566k | 11k | 50.82 |
2023-03-31 | $285k | 5.7k | 50.38 |
2022-12-31 | $12M | 231k | 50.33 |
2022-09-30 | $13M | 251k | 50.24 |
2022-06-30 | $19M | 384k | 49.91 |
2022-03-31 | $18M | 362k | 50.54 |
2021-12-31 | $11M | 224k | 50.75 |
2019-12-31 | $416k | 8.2k | 50.91 |