Ishares Tr trs flt rt bd shares owned by Palo Alto Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr trs flt rt bd (TFLO) shares owned by Palo Alto Wealth Advisors
from 13F filings
Historical chart of Palo Alto Wealth Advisors investment in Ishares Tr trs flt rt bd
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Quarterly reported holdings in Ishares Tr trs flt rt bd by Palo Alto Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 42k | 50.54 |
| 2024-06-30 | $3.1M | 60k | 50.66 |
| 2024-03-31 | $2.4M | 47k | 50.69 |
| 2023-12-31 | $784k | 16k | 50.47 |