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Ishares Tr trs flt rt bd shares owned by Ohe Financial

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

Historical chart of Ohe Financial investment in Ishares Tr trs flt rt bd

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All positions including Ishares Tr trs flt rt bd held by Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 61k 50.60
2024-06-30 $3.8M 74k 50.66
2024-03-31 $3.2M 64k 50.69
2023-09-30 $2.8M 55k 50.74

More positions owned by Ohe Financial

Vanguard Growth Index Fund Etf (VUG)
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Ohe Financial

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
BIP Wealth
Raymond James Financial Services Advisors
Mariner Wealth Advisors
Sontag Advisory
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding Ishares Tr trs flt rt bd