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Ishares Tr fltg rate nt shares owned by Cascade Wealth Advisors

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

Historical chart of Cascade 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 Cascade 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 Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 200k 50.95

More positions owned by Cascade Wealth Advisors

Ishares Tr Fltg Rate Nt Etf (FLOT)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Cascade 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