Anchor Pointe Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Anchor Pointe 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
2024 Q4	$386K	Buy	+7,585	New	+$386K	0.5%	45

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Anchor Pointe Wealth Management's FLOT Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q4 2024: 7,585 shares worth $386K. The stake represents 0.5% of the portfolio and ranks #45 among its holdings.

658 funds tracked by Wall St. Rank hold FLOT as of Q4 2024.

Anchor Pointe Wealth Management held 7,585 shares of iShares Floating Rate Bond ETF worth $386K as of Q4 2024.
iShares Floating Rate Bond ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
iShares Floating Rate Bond ETF made up 0.5% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #45 holding.
658 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.