4J Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

4J Wealth Management’s Portfolio FLOT Stock Details FLOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,418	Closed	-$272K	–	77
2022 Q3	$272K	Sell	5,418 -20	-0.4%	-$1K	0.35%	58
2022 Q2	$271K	Buy	5,438 +20	+0.4%	+$1.01K	0.34%	55
2022 Q1	$274K	Sell	5,418 -570	-10%	-$28.9K	0.24%	57
2021 Q4	$304K	Hold	5,988	–	–	0.26%	59
2021 Q3	$304K	Hold	5,988	–	–	0.26%	60
2021 Q2	$304K	Hold	5,988	–	–	0.27%	62
2021 Q1	$304K	Buy	5,988 +1,200	+25%	+$61K	0.28%	60
2020 Q4	$242K	Buy	+4,788	New	+$243K	0.23%	67

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

4J Wealth Management's FLOT Position: Q4 2022 in Review

4J Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2022, closing a stake of 5,418 shares — an estimated $272K sold.

4J Wealth Management first reported a position in FLOT in Q4 2020 and held it in 8 quarters. The position peaked at $304K in Q4 2021. 682 funds tracked by Wall St. Rank hold FLOT as of Q4 2022.

4J Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q4 2022 after selling out during the quarter.
4J Wealth Management sold 5,418 iShares Floating Rate Bond ETF shares in Q4 2022, an estimated $272K.
4J Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2020 and held it in 8 quarters.
4J Wealth Management's iShares Floating Rate Bond ETF position peaked at $304K in Q4 2021.
682 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2022.

Based on 4J Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.