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Ishares Tr trs flt rt bd shares owned by Walker Financial Services

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

Historical chart of Walker Financial 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 Walker Financial 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 Walker Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 546k 50.59
2025-06-30 $4.1M 82k 50.65
2025-03-31 $241k 4.7k 50.66

More positions owned by Walker Financial Services

Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Walker Financial Services

Top funds holding Ishares Tr trs flt rt bd

LPL Financial
Morgan Stanley
UBS Group
Envestnet Asset Management
Mariner Wealth Advisors
Financial Advisory Corp
BIP Wealth
Sontag Advisory
Royal Bank of Canada
Axxcess Wealth Management
Capital Asset Advisory Services
Arbor Investment Advisors
Cetera Investment Advisers
Northwest Quadrant Wealth Management
NFP Retirement

View all funds holding Ishares Tr trs flt rt bd