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Ishares Tr fltg rate nt shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr fltg rate nt (FLOT) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Ishares Tr fltg rate nt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fltg rate nt held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fltg rate nt by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 51k 50.62
2023-12-31 $2.6M 51k 50.62
2023-09-30 $2.2M 44k 50.89
2023-06-30 $3.4M 67k 50.82
2023-03-31 $3.1M 61k 50.39
2022-09-30 $333k 6.6k 50.34

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Ishares Tr fltg rate nt

Bank of America Corporation
BlackRock
Morgan Stanley
Northern Trust
Franklin Resources
LPL Financial
New York Life Investment Management
UBS Group
Pnc Financial Services
Assetmark
Wells Fargo & Company
Glenview Trust
Envestnet Asset Management
Royal Bank of Canada
Ameriprise Financial

View all funds holding Ishares Tr fltg rate nt