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Ishares Tr trs flt rt bd shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.6M 188k 50.74
2023-06-30 $2.5M 49k 50.67
2023-03-31 $5.3M 105k 50.60
2022-12-31 $3.6M 72k 50.41
2022-09-30 $5.9M 117k 50.50

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth Management

Top funds holding Ishares Tr trs flt rt bd

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

View all funds holding Ishares Tr trs flt rt bd