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Adroit Compliance’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Adroit Compliance’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
2023
Q4 		$785K Buy
+15,509
New +$786K 0.16% 38

Other funds holding FLOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Adroit Compliance's FLOT Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q4 2023: 15,509 shares worth $785K. The stake represents 0.16% of the portfolio and ranks #38 among its holdings.

628 funds tracked by Wall St. Rank hold FLOT as of Q4 2023.

  • Adroit Compliance held 15,509 shares of iShares Floating Rate Bond ETF worth $785K as of Q4 2023.
  • iShares Floating Rate Bond ETF was a new Adroit Compliance position in Q4 2023.
  • iShares Floating Rate Bond ETF made up 0.16% of Adroit Compliance's portfolio in Q4 2023, its #38 holding.
  • 628 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.