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Ishares Tr trs flt rt bd shares owned by Robinson Smith Wealth Advisors

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

Historical chart of Robinson Smith 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 Robinson Smith Wealth Advisors 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 Robinson Smith Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 77k 50.60
2024-06-30 $5.7M 112k 50.66
2024-03-31 $5.4M 106k 50.69
2023-12-31 $5.6M 112k 50.47

More positions owned by Robinson Smith Wealth Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Johnson & Johnson (JNJ)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Ishares Tr TRS FLT RT BD (TFLO)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Robinson Smith Wealth Advisors

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