Sontag Advisory »

Ishares Tr trs flt rt bd shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $55M 1.1M 50.47
2023-09-30 $61M 1.2M 50.74
2023-06-30 $54M 1.1M 50.67
2023-03-31 $52M 1.0M 50.59
2022-12-31 $23M 463k 50.41

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
UBS Group
Advisor Group Holdings
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Oxbow Advisors
Raymond James Financial Services Advisors
BIP Wealth
Branch Banking & Trust Company
Mercer Global Advisors
Madison Asset Management
Cambridge Investment Research Advisors
United Capital Financial Advisers
Arbor Investment Advisors
Mariner Wealth Advisors

View all funds holding Ishares Tr trs flt rt bd