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Ishares Tr trs flt rt bd shares owned by Lane & Associates

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

Historical chart of Lane & Associates 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 Lane & Associates 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 Lane & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $522k 10k 50.69
2023-12-31 $889k 18k 50.47
2023-09-30 $812k 16k 50.74

More positions owned by Lane & Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Lane & Associates

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
Envestnet Asset Management
Oxbow Advisors
Raymond James Financial Services Advisors
BIP Wealth
Assetmark
Mariner Wealth Advisors
Mercer Global Advisors
Cambridge Investment Research Advisors
Arbor Investment Advisors
Madison Asset Management
Royal Bank of Canada

View all funds holding Ishares Tr trs flt rt bd