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Ishares Tr trs flt rt bd shares owned by Generation Capital Management

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

Historical chart of Generation Capital 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 Generation Capital 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 Generation Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7M 151k 50.59
2025-06-30 $7.8M 155k 50.65

More positions owned by Generation Capital Management

RBB Us Treas 3 Mnth (TBIL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg Invt (FLRN)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Netflix (NFLX)

View all positions for Generation Capital 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