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Ishares Tr trs flt rt bd shares owned by Kiely Wealth Advisory Group

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

Historical chart of Kiely Wealth Advisory Group 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 Kiely Wealth Advisory Group 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 Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $10M 198k 50.56
2024-09-30 $11M 221k 50.50
2024-06-30 $22M 429k 50.48
2024-03-31 $22M 433k 50.67
2023-12-31 $22M 436k 50.67

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Iv Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Bondetf Etf (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Wisdomtree Us Midcap Dividend Etf Etf (DON)
Vanguard Short Term Treasury Etf Etf (VGSH)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)

View all positions for Kiely Wealth Advisory Group

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
Envestnet Asset Management
Renaissance Technologies
Cetera Investment Advisers
SPC Financial
Financial Advisory Corp
Assetmark
BIP Wealth
Arbor Investment Advisors
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors

View all funds holding Ishares Tr trs flt rt bd