Amplius Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Amplius Wealth Advisors’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 Q2	–	Sell	-4,000	Closed	-$202K	–	171
2023 Q1	$202K	Buy	+4,000	New	+$202K	0.03%	155
2022 Q2	–	Sell	-4,000	Closed	-$202K	–	183
2022 Q1	$202K	Buy	+4,000	New	+$203K	0.03%	171

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Amplius Wealth Advisors's FLOT Position: Q2 2023 in Review

Amplius Wealth Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2023, closing a stake of 4,000 shares — an estimated $202K sold.

Amplius Wealth Advisors first reported a position in FLOT in Q1 2022 and held it in 2 quarters. The position peaked at $202K in Q1 2022. 611 funds tracked by Wall St. Rank hold FLOT as of Q2 2023.

Amplius Wealth Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q2 2023 after selling out during the quarter.
Amplius Wealth Advisors sold 4,000 iShares Floating Rate Bond ETF shares in Q2 2023, an estimated $202K.
Amplius Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2022 and held it in 2 quarters.
Amplius Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $202K in Q1 2022.
611 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2023.

Based on Amplius Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.