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Ishares Tr trs flt rt bd shares owned by Jacobson & Schmitt Advisors

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

Historical chart of Jacobson & Schmitt 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 Jacobson & Schmitt Advisors 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 Jacobson & Schmitt Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.1M 81k 50.46
2025-09-30 $3.8M 76k 50.59
2023-03-31 $2.0M 39k 50.59

More positions owned by Jacobson & Schmitt Advisors

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Danaher Corporation (DHR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Applovin Corp Com Cl A (APP)
Microsoft Corporation (MSFT)
Csw Industrials (CSW)
Jack Henry & Associates (JKHY)
Asml Holding N V N Y Registry Shs (ASML)
Kinsale Cap Group (KNSL)
FedEx Corporation (FDX)
Charles Schwab Corporation (SCHW)

View all positions for Jacobson & Schmitt Advisors

Top funds holding Ishares Tr trs flt rt bd

LPL Financial
UBS Group
Envestnet Asset Management
Sontag Advisory
Financial Advisory Corp
Mariner Wealth Advisors
BIP Wealth
Royal Bank of Canada
Arbor Investment Advisors
Northwest Quadrant Wealth Management
Cetera Investment Advisers
Raymond James Financial
Capital Asset Advisory Services
Brookstone Capital Management
Axxcess Wealth Management

View all funds holding Ishares Tr trs flt rt bd