Summit X »

Ishares Tr trs flt rt bd shares owned by Summit X

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

Historical chart of Summit X 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 X 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 Summit X

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 112k 50.47
2023-09-30 $5.1M 101k 50.74

More positions owned by Summit X

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
O'reilly Automotive (ORLY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Summit X

Top funds holding Ishares Tr trs flt rt bd

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

View all funds holding Ishares Tr trs flt rt bd