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Ishares Tr trs flt rt bd shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Ishares Tr trs flt rt bd (TFLO) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $390k 7.7k 50.46

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View all positions for Summit Wealth Group Llc / Co

Top funds holding Ishares Tr trs flt rt bd

LPL Financial
UBS Group
Envestnet Asset Management
Sontag Advisory
Financial Advisory Corp
Mariner Wealth Advisors
BIP Wealth
Royal Bank of Canada
Arbor Investment Advisors
Northwest Quadrant Wealth Management
Cetera Investment Advisers
Raymond James Financial
Capital Asset Advisory Services
Brookstone Capital Management
Axxcess Wealth Management

View all funds holding Ishares Tr trs flt rt bd