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Ishares Tr trs flt rt bd shares owned by Legacy Wealth Asset Management

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

Historical chart of Legacy Wealth Asset 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 Legacy Wealth Asset 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 Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 253k 50.66
2024-03-31 $11M 212k 50.69
2023-12-31 $11M 212k 50.47
2023-09-30 $6.2M 122k 50.74
2023-06-30 $11M 214k 50.67
2023-03-31 $10M 198k 50.59
2022-12-31 $3.3M 65k 50.41

More positions owned by Legacy Wealth Asset Management

Fidelity Wise Origin Bitcoin SHS (FBTC)
Ishares Tr TRS FLT RT BD (TFLO)
Global X Fds Glbl X Mlp Etf (MLPA)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)
Apple (AAPL)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)
Linde SHS (LIN)

View all positions for Legacy Wealth Asset Management

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
LPL Financial
Morgan Stanley
Envestnet Asset Management
Oxbow Advisors
Cetera Investment Advisers
Arbor Investment Advisors
Renaissance Technologies
Assetmark
Raymond James Financial Services Advisors
Sontag Advisory
Mariner Wealth Advisors
BIP Wealth
Cambridge Investment Research Advisors
Royal Bank of Canada

View all funds holding Ishares Tr trs flt rt bd