ACK
FLOT icon

Andrew C. Karlinski’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Andrew C. Karlinski’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
-4,025
Closed -$202K – 77
2022
Q3 		$202K Sell
4,025
-1,836
-31% -$92.2K 0.31% 54
2022
Q2 		$293K Hold
5,861
– – 0.43% 46
2022
Q1 		$296K Hold
5,861
– – 0.54% 42
2021
Q4 		$297K Buy
+5,861
New +$297K 0.54% 40

Other funds holding FLOT

Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Andrew C. Karlinski's FLOT Position: Q4 2022 in Review

Andrew C. Karlinski sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2022, closing a stake of 4,025 shares — an estimated $202K sold.

Andrew C. Karlinski first reported a position in FLOT in Q4 2021 and held it in 4 quarters. The position peaked at $297K in Q4 2021. 682 funds tracked by Wall St. Rank hold FLOT as of Q4 2022.

  • Andrew C. Karlinski reported no remaining iShares Floating Rate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 4,025 iShares Floating Rate Bond ETF shares in Q4 2022, an estimated $202K.
  • Andrew C. Karlinski first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Andrew C. Karlinski's iShares Floating Rate Bond ETF position peaked at $297K in Q4 2021.
  • 682 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.