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Ishares Tr trs flt rt bd shares owned by Elevation Capital Advisory

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

Historical chart of Elevation Capital Advisory 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 Elevation Capital Advisory 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 Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.6M 130k 50.46
2025-06-30 $2.7M 54k 50.65
2025-03-31 $426k 8.4k 50.66

More positions owned by Elevation Capital Advisory

Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr TRS FLT RT BD (TFLO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Elevation Capital Advisory

Top funds holding Ishares Tr trs flt rt bd

LPL Financial
UBS Group
Envestnet Asset Management
Mariner Wealth Advisors
Financial Advisory Corp
BIP Wealth
Sontag Advisory
Royal Bank of Canada
Axxcess Wealth Management
Arbor Investment Advisors
Cetera Investment Advisers
Northwest Quadrant Wealth Management
NFP Retirement
Raymond James Financial
Cambridge Investment Research Advisors

View all funds holding Ishares Tr trs flt rt bd