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Ishares Tr trs flt rt bd shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners 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 Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $27M 533k 50.47
2023-09-30 $33M 640k 50.74
2018-12-31 $223k 4.4k 50.17

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

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