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Ishares Tr trs flt rt bd shares owned by Able Wealth Management

Quarter-by-quarter ownership of Ishares Tr trs flt rt bd (TFLO) shares owned by Able Wealth Management from 13F filings

Historical chart of Able Wealth Management investment in Ishares Tr trs flt rt bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr trs flt rt bd held by Able Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr trs flt rt bd by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 38k 50.60
2024-06-30 $2.3M 45k 50.66
2024-03-31 $976k 19k 50.69
2023-12-31 $628k 12k 50.47

More positions owned by Able Wealth Management

iShares Short Treasury Bond ETF Etf (SHV)
iShares MSCI ACWI ETF Etf (ACWI)
iShares Core S&P 500 ETF Etf (IVV)
iShares Edge MSCI Min Vol USA ETF Etf (USMV)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Invesco S&P 100 Equal Weight ETF Etf (EQWL)
iShares Core S&P U.S. Growth ETF Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)
iShares Russell 1000 Growth ETF Etf (IWF)
Invesco S&P 500 Momentum ETF Etf (SPMO)
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)
Apple Stock (AAPL)
Mastercard Incorporated Stock (MA)
Putnam Etf Trust Putnam Focused Large Cap Value Etf Etf (PVAL)

View all positions for Able Wealth Management

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
LPL Financial
Morgan Stanley
Envestnet Asset Management
Oxbow Advisors
Cetera Investment Advisers
Arbor Investment Advisors
Renaissance Technologies
Assetmark
Raymond James Financial Services Advisors
Sontag Advisory
Mariner Wealth Advisors
BIP Wealth
Cambridge Investment Research Advisors
Royal Bank of Canada

View all funds holding Ishares Tr trs flt rt bd