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Ishares Tr trs flt rt bd shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Ishares Tr trs flt rt bd (TFLO) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors 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 Beacon Pointe Advisors 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 129k 50.60
2024-06-30 $6.7M 132k 50.66
2024-03-31 $6.7M 133k 50.69
2023-12-31 $6.7M 133k 50.47
2023-09-30 $6.8M 134k 50.74

More positions owned by Beacon Pointe Advisors

Apple Call Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Beacon Pointe Advisors

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
BIP Wealth
Raymond James Financial Services Advisors
Mariner Wealth Advisors
Sontag Advisory
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding Ishares Tr trs flt rt bd