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Ishares Tr trs flt rt bd shares owned by Maridea Wealth Management

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

Historical chart of Maridea Wealth 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 Maridea Wealth 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 Maridea Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 22k 50.46
2025-09-30 $886k 18k 50.53
2025-06-30 $1.3M 26k 50.65
2025-03-31 $923k 18k 50.66

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Absolute Shs Tr Wbi Pwr Factor (WBIY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
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View all positions for Maridea Wealth Management

Top funds holding Ishares Tr trs flt rt bd

LPL Financial
UBS Group
Envestnet Asset Management
Sontag Advisory
Financial Advisory Corp
Mariner Wealth Advisors
BIP Wealth
Royal Bank of Canada
Arbor Investment Advisors
Northwest Quadrant Wealth Management
Cetera Investment Advisers
Raymond James Financial
Capital Asset Advisory Services
Brookstone Capital Management
Axxcess Wealth Management

View all funds holding Ishares Tr trs flt rt bd