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Ishares Tr trs flt rt bd shares owned by BIP Wealth

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

Historical chart of BIP Wealth 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 BIP Wealth 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $74M 1.5M 50.47
2023-09-30 $67M 1.3M 50.74
2023-06-30 $76M 1.5M 50.67
2023-03-31 $78M 1.5M 50.61

More positions owned by BIP Wealth

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Spdr S&p 500 Etf Etf (SPY)
Ishares Treasury Floating Rate B Etf Etf (TFLO)
Vanguard Index Fds Total Stk Mkt Etf Etf (VTI)
Ishares Msci Eafe Etf Etf (EFA)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Intl Equity Index Fds Tt Wrld St Etf Etf (VT)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Vanguard Index Fds Vanguard Value Etf Etf (VTV)
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Russell 2000 Etf Etf (IWM)
Spdr Ssga Ultra Short Term Bond Etf Etf (ULST)
Spdr Portfolio S P 1500 Cmpst St Etf Etf (SPTM)
Ishares Msci Emerging Markets Etf Etf (EEM)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)

View all positions for BIP Wealth

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
UBS Group
Advisor Group Holdings
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Janney Montgomery Scott
Oxbow Advisors
Raymond James Financial Services Advisors
BIP Wealth
Branch Banking & Trust Company
Mercer Global Advisors
Commonwealth Equity Services
Madison Asset Management
Cambridge Investment Research Advisors
United Capital Financial Advisers

View all funds holding Ishares Tr trs flt rt bd