RFG - Bristol Wealth Advisors »

Ishares Tr trs flt rt bd shares owned by RFG - Bristol Wealth Advisors

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

Historical chart of RFG - Bristol Wealth Advisors 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 RFG - Bristol Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr trs flt rt bd by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 4.1k 50.63

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust ST STR SP1500VT (VLU)
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)
Pgim Etf Tr Tota Retu Bd Etf (PTRB)
Caterpillar (CAT)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Principal Exchange Traded Prin U S Small (PSC)
Ssga Active Etf Tr St Str Real Etf (RLY)
Coca-Cola Company (KO)
Fidelity Covington Trust Fun Lar Cor Etf (FFLC)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
Envestnet Asset Management
Sontag Advisory
Financial Advisory Corp
Mariner Wealth Advisors
BIP Wealth
Arbor Investment Advisors
Capital Asset Advisory Services
Axxcess Wealth Management
Wells Fargo & Company
Northwest Quadrant Wealth Management
Raymond James Financial

View all funds holding Ishares Tr trs flt rt bd