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Ishares Tr trs flt rt bd shares owned by Facet Wealth

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

Historical chart of Facet Wealth 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 Facet Wealth 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 Facet Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $22M 426k 50.53
2023-09-30 $14M 282k 50.75
2023-06-30 $8.4M 166k 50.53
2023-03-31 $1.7M 34k 50.59

More positions owned by Facet Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Facet Wealth

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
UBS Group
Advisor Group Holdings
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Janney Montgomery Scott
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

View all funds holding Ishares Tr trs flt rt bd