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

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

Historical chart of Athena 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 Athena 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 Athena Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 21k 50.63

More positions owned by Athena Wealth Management

Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Apple (AAPL)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Exxon Mobil Corporation (XOM)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Citigroup Com New (C)
Cisco Systems (CSCO)
NVIDIA Corporation (NVDA)
Coca-Cola Company (KO)
Bank of America Corporation (BAC)
Charles Schwab Corporation (SCHW)
Southwest Airlines (LUV)

View all positions for Athena Wealth Management

Top funds holding Ishares Tr trs flt rt bd

LPL Financial
Bank of America Corporation
Morgan Stanley
UBS Group
Sontag Advisory
Financial Advisory Corp
Mariner Wealth Advisors
BIP Wealth
Raymond James Financial
Arbor Investment Advisors
Wells Fargo & Company
Capital Asset Advisory Services
Royal Bank of Canada
Axxcess Wealth Management
Advisor Group Holdings

View all funds holding Ishares Tr trs flt rt bd