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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
2024-03-31 $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
Ishares Tr TRS FLT RT BD (TFLO)
Global X Fds Glbl X Mlp Etf (MLPA)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Apple (AAPL)
Accenture Plc Ireland Shs Class A (ACN)
Linde SHS (LIN)
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)
Eli Lilly & Co. (LLY)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Toyota Motor Corp Ads (TM)

View all positions for Legacy Wealth Asset Management

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
UBS Group
Advisor Group Holdings
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Oxbow Advisors
Raymond James Financial Services Advisors
BIP Wealth
Branch Banking & Trust Company
Mercer Global Advisors
Madison Asset Management
Cambridge Investment Research Advisors
United Capital Financial Advisers
Arbor Investment Advisors
Mariner Wealth Advisors

View all funds holding Ishares Tr trs flt rt bd