Azimuth Capital Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Azimuth Capital 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
2022 Q1	$394K	Buy	7,805 +645	+9%	+$32.7K	0.02%	265
2021 Q4	$363K	Buy	7,160 +5	+0.1%	+$254	0.01%	278
2021 Q3	$364K	Hold	7,155	–	–	0.02%	274
2021 Q2	$364K	Buy	7,155 +190	+3%	+$9.65K	0.02%	277
2021 Q1	$354K	Sell	6,965 -400	-5%	-$20.3K	0.02%	276
2020 Q4	$374K	Buy	+7,365	New	+$373K	0.02%	261

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Azimuth Capital Management's FLOT Position: Q1 2022 in Review

Azimuth Capital Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 9% in Q1 2022, buying an estimated $32.7K and bringing the position to 7,805 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #265.

Azimuth Capital Management first reported a position in FLOT in Q4 2020 and has held it in 6 quarters since. 645 funds tracked by Wall St. Rank hold FLOT as of Q1 2022.

Azimuth Capital Management held 7,805 shares of iShares Floating Rate Bond ETF worth $394K as of Q1 2022.
Azimuth Capital Management bought 645 iShares Floating Rate Bond ETF shares in Q1 2022, an estimated $32.7K.
iShares Floating Rate Bond ETF made up 0.02% of Azimuth Capital Management's portfolio in Q1 2022, its #265 holding.
Azimuth Capital Management first reported a position in iShares Floating Rate Bond ETF in Q4 2020 and has held it in 6 quarters since.
645 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.