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

Artemis 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
Q4 		– Sell
-15
Closed -$754 – 43
2023
Q3 		$754 Hold
15
– – ﹤0.01% 70
2023
Q2 		$743 Buy
15
+1
+7% +$51 ﹤0.01% 70
2023
Q1 		$726 Buy
14
+2
+17% +$101 ﹤0.01% 61
2022
Q4 		$719 Sell
12
-2
-14% -$100 ﹤0.01% 75
2022
Q3 		$709 Sell
14
-6,218
-100% -$312K ﹤0.01% 96
2022
Q2 		$311K Buy
6,232
+1
+0% +$50 0.09% 26
2022
Q1 		$315K Buy
6,231
+679
+12% +$34.4K 0.05% 16
2021
Q4 		$282K Buy
+5,552
New +$282K 0.03% 25

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 $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Artemis Wealth Advisors's FLOT Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2023, closing a stake of 15 shares — an estimated $754 sold.

Artemis Wealth Advisors first reported a position in FLOT in Q4 2021 and held it in 8 quarters. The position peaked at $315K in Q1 2022. 628 funds tracked by Wall St. Rank hold FLOT as of Q4 2023.

  • Artemis Wealth Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 15 iShares Floating Rate Bond ETF shares in Q4 2023, an estimated $754.
  • Artemis Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and held it in 8 quarters.
  • Artemis Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $315K in Q1 2022.
  • 628 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.