Clearview Wealth Advisors »

Ishares Tr trs flt rt bd shares owned by Clearview Wealth Advisors

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

Historical chart of Clearview Wealth 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 Clearview Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr trs flt rt bd by Clearview Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 36k 50.69
2023-12-31 $886k 18k 50.47
2023-09-30 $841k 17k 50.74

More positions owned by Clearview Wealth Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Esg Awr Msci Usa (ESGU)
Chevron Corporation (CVX)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Clearview Wealth Advisors

Top funds holding Ishares Tr trs flt rt bd

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

View all funds holding Ishares Tr trs flt rt bd