Ofc Financial Planning »

Ishares Tr liquid inc etf shares owned by Ofc Financial Planning

Quarter-by-quarter ownership of Ishares Tr liquid inc etf (ICSH) shares owned by Ofc Financial Planning from 13F filings

Historical chart of Ofc Financial Planning investment in Ishares Tr liquid inc etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr liquid inc etf held by Ofc Financial Planning 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 liquid inc etf by Ofc Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 69k 50.75
2025-06-30 $4.1M 81k 50.71
2025-03-31 $4.4M 87k 50.70
2024-12-31 $5.0M 99k 50.43

More positions owned by Ofc Financial Planning

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Gold Tr Ishares New (IAU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)

View all positions for Ofc Financial Planning

Top funds holding Ishares Tr liquid inc etf

FMR
UBS Group
Wealth Enhancement Advisory Services
LPL Financial
Foster Dykema Cabot & Partners
Donaldson Capital Management
Colony
Temasek Holdings
Royal Bank of Canada
Raymond James Financial
Winthrop Advisory Group
Mariner Wealth Advisors
Diversified Portfolios
BlackRock
Acorns Advisers

View all funds holding Ishares Tr liquid inc etf