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Ishares Tr trs flt rt bd shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $292k 5.8k 50.66
2024-03-31 $330k 6.5k 50.69
2023-12-31 $533k 11k 50.47
2023-09-30 $531k 11k 50.74

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Ishares Tr trs flt rt bd

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

View all funds holding Ishares Tr trs flt rt bd