AWC
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Abundance Wealth Counselors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Abundance Wealth Counselors’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
2019
Q2 		– Sell
-6,076
Closed -$309K – 30
2019
Q1 		$309K Sell
6,076
-29,949
-83% -$1.52M 0.1% 19
2018
Q4 		$1.81M Buy
+36,025
New +$1.83M 0.67% 12

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Abundance Wealth Counselors's FLOT Position: Q2 2019 in Review

Abundance Wealth Counselors sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2019, closing a stake of 6,076 shares — an estimated $309K sold.

Abundance Wealth Counselors first reported a position in FLOT in Q4 2018 and held it in 2 quarters. The position peaked at $1.81M in Q4 2018. 520 funds tracked by Wall St. Rank hold FLOT as of Q2 2019.

  • Abundance Wealth Counselors reported no remaining iShares Floating Rate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Abundance Wealth Counselors sold 6,076 iShares Floating Rate Bond ETF shares in Q2 2019, an estimated $309K.
  • Abundance Wealth Counselors first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Abundance Wealth Counselors's iShares Floating Rate Bond ETF position peaked at $1.81M in Q4 2018.
  • 520 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2019.

Based on Abundance Wealth Counselors's 13F filing for Q2 2019, filed 14 Aug 2019.