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Ishares Tr trs flt rt bd shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies 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 Wellington Wealth Strategies 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 Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 101k 50.61
2024-06-30 $7.0M 139k 50.66
2024-03-31 $3.0M 60k 50.69

More positions owned by Wellington Wealth Strategies

Invesco S&p Smallcap 600rev Etf S&p Smallcap 600 (RWJ)
Apple (AAPL)
Invesco Senior Loan Etf Sr Ln Etf (BKLN)
Meta Platforms Inc Class A Cl A (META)
NVIDIA Corporation (NVDA)
Ishars Ultr Shrt Trm Bndactv Etf Blackrock Ultra (ICSH)
Amazon (AMZN)
Ishares Treasury Floatngrate Bd Etf TRS FLT RT BD (TFLO)
Jpmorgan Ultra Short Income Etf Ultra Shrt Etf (JPST)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Short Term Corporate Bnd Etf Portfolio Short (SPSB)
Alphabet Inc Class A Cap Stk Cl A (GOOGL)
Oracle Corporation (ORCL)
Merck & Co (MRK)
Adobe Systems Incorporated (ADBE)

View all positions for Wellington Wealth Strategies

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
LPL Financial
Morgan Stanley
Envestnet Asset Management
Oxbow Advisors
Cetera Investment Advisers
Arbor Investment Advisors
Renaissance Technologies
Assetmark
BIP Wealth
Raymond James Financial Services Advisors
Mariner Wealth Advisors
Sontag Advisory
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding Ishares Tr trs flt rt bd