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Ishares Tr trs flt rt bd shares owned by Spectrum Planning & Advisory Services

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

Historical chart of Spectrum Planning & 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 Spectrum Planning & 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 Spectrum Planning & Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $586k 12k 50.47
2023-09-30 $534k 11k 50.74

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View all positions for Spectrum Planning & Advisory Services

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
Envestnet Asset Management
Oxbow Advisors
Raymond James Financial Services Advisors
BIP Wealth
Assetmark
Mariner Wealth Advisors
Mercer Global Advisors
Cambridge Investment Research Advisors
Arbor Investment Advisors
Madison Asset Management
Royal Bank of Canada

View all funds holding Ishares Tr trs flt rt bd