Westwood Wealth Management »

Ishares Tr trs flt rt bd shares owned by Westwood Wealth Management

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

Historical chart of Westwood Wealth Management 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 Westwood Wealth Management 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 Westwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 42k 50.46

More positions owned by Westwood Wealth Management

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Series Trust State Street Spd (SPYG)
T Rowe Price Etf Price Grw Stock (TGRW)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Wisdomtree Tr Us Midcap Fund (EZM)
Spdr Series Trust State Street Spd (SJNK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Quanta Services (PWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Westwood Wealth Management

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