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Ishares Tr trs flt rt bd shares owned by Legacy Capital Group California

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

Historical chart of Legacy Capital Group California 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 Legacy Capital Group California 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 Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 28k 50.63
2023-09-30 $223k 4.4k 50.74
2023-06-30 $223k 4.4k 50.67
2023-03-31 $360k 7.1k 50.59

More positions owned by Legacy Capital Group California

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Immunitybio (IBRX)
T Rowe Price Exchange-traded Small Mid Cap (TMSL)
Ishares Tr Msci Emg Mkt Etf (EEM)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Ea Series Trust Ast Equ Kin Etf (ROE)

View all positions for Legacy Capital Group California

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
Sontag Advisory
Envestnet Asset Management
Financial Advisory Corp
Mariner Wealth Advisors
BIP Wealth
Arbor Investment Advisors
Capital Asset Advisory Services
Axxcess Wealth Management
Wells Fargo & Company
Northwest Quadrant Wealth Management
Raymond James Financial

View all funds holding Ishares Tr trs flt rt bd