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Ishares Tr trs flt rt bd shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management Group 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 Capstone Wealth Management Group 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 Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 158k 50.60
2024-06-30 $6.0M 118k 50.66

More positions owned by Capstone Wealth Management Group

Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Short Treas Bd (SHV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr TRS FLT RT BD (TFLO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr S&p Divid Etf (SDY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Amazon (AMZN)
Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Capstone Wealth Management Group

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