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Ishares Tr trs flt rt bd shares owned by Endowment Wealth Management

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

Historical chart of Endowment Wealth Management 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 Endowment Wealth Management 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 Endowment Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 4.4k 50.59
2025-06-30 $224k 4.4k 50.65
2025-03-31 $203k 4.0k 50.66

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View all positions for Endowment Wealth Management

Top funds holding Ishares Tr trs flt rt bd

LPL Financial
Morgan Stanley
UBS Group
Envestnet Asset Management
Mariner Wealth Advisors
Financial Advisory Corp
BIP Wealth
Sontag Advisory
Royal Bank of Canada
Axxcess Wealth Management
Capital Asset Advisory Services
Arbor Investment Advisors
Cetera Investment Advisers
Northwest Quadrant Wealth Management
NFP Retirement

View all funds holding Ishares Tr trs flt rt bd