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Ishares Tr trs flt rt bd shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services 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 Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1M 180k 50.59
2025-06-30 $20M 395k 50.65
2025-03-31 $30M 589k 50.66
2024-12-31 $18M 358k 50.47
2024-09-30 $34M 671k 50.60
2024-06-30 $22M 433k 50.66

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
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Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

Top funds holding Ishares Tr trs flt rt bd

LPL Financial
Morgan Stanley
UBS Group
Envestnet Asset Management
Mariner Wealth Advisors
Financial Advisory Corp
BIP Wealth
Sontag Advisory
Royal Bank of Canada
Axxcess Wealth Management
Capital Asset Advisory Services
Arbor Investment Advisors
Cetera Investment Advisers
Northwest Quadrant Wealth Management
NFP Retirement

View all funds holding Ishares Tr trs flt rt bd