ISHARES TR

Ticker: FLOT CUSIP: 46429B655 Class: FLTG RATE NT ETF

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 9,653 Value ($000) $491 Avg Close Range
Q3 2025
Shares 7,409 Value ($000) $379 Avg Close Range
Q2 2025
Shares 7,271 Value ($000) $371 Avg Close Range
Q1 2025
Shares 14,542 Value ($000) $742 Avg Close Range
Q4 2024
Shares 10,730 Value ($000) $546 Avg Close Range
Q3 2024
Shares 5,389 Value ($000) $275 Avg Close Range
Q2 2024
Shares 284,490 Value ($000) $0 Avg Close Range
Q2 2023
Shares 8,912 Value ($000) $453 Avg Close Range
Q1 2023
Shares 6,517 Value ($000) $328 Avg Close Range
Q3 2021
Shares 1,633 Value ($000) $83 Avg Close Range
Q2 2021
Shares 1,631 Value ($000) $83 Avg Close Range
Q1 2021
Shares 1,752 Value ($000) $89 Avg Close Range
Q4 2020
Shares 1,752 Value ($000) $89 Avg Close Range
Q3 2020
Shares 1,749 Value ($000) $89 Avg Close Range
Q2 2020
Shares 1,756 Value ($000) $89 Avg Close Range
Q1 2020
Shares 1,737 Value ($000) $85 Avg Close Range
Q4 2019
Shares 3,347 Value ($000) $170 Avg Close Range
Q3 2019
Shares 2,397 Value ($000) $122 Avg Close Range
Q2 2019
Shares 1,766 Value ($000) $90 Avg Close Range
Q1 2019
Shares 1,891 Value ($000) $96 Avg Close Range
Q4 2018
Shares 2,623 Value ($000) $132 Avg Close Range