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Ishares Tr trs flt rt bd shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens 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 Robertson Stephens Wealth 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 Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $502k 9.9k 50.69
2023-12-31 $1.5M 31k 50.47
2023-09-30 $5.1M 102k 50.74
2023-06-30 $2.9M 57k 50.67
2023-03-31 $3.0M 59k 50.59

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Applovin Corp Com Cl A (APP)
Twilio Cl A (TWLO)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Core Msci Emkt (IEMG)

View all positions for Robertson Stephens Wealth 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