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Ishares Tr trs flt rt bd shares owned by Cadia Private Client

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

Historical chart of Cadia Private Client 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 Cadia Private Client 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 Cadia Private Client

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.3M 84k 50.63
2025-12-31 $4.3M 84k 50.46

More positions owned by Cadia Private Client

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Cadia Private Client

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
Sontag Advisory
Envestnet Asset Management
Mariner Wealth Advisors
Financial Advisory Corp
Arbor Investment Advisors
BIP Wealth
Capital Asset Advisory Services
Wells Fargo & Company
Northwest Quadrant Wealth Management
Brookstone Capital Management
Raymond James Financial

View all funds holding Ishares Tr trs flt rt bd