BRWM
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B. Riley Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

B. Riley 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
2022
Q1 		– Sell
-4,228
Closed -$237K – 648
2021
Q4 		$237K Buy
+4,228
New +$215K 0.02% 531
2021
Q1 		– Sell
-115,405
Closed -$6.33M – 450
2020
Q4 		$6.33M Buy
115,405
+2,670
+2% +$135K 0.82% 34
2020
Q3 		$6.03M Buy
+112,735
New +$5.71M 0.71% 38
2020
Q2 		– Sell
-31,487
Closed -$1.53M – 465
2020
Q1 		$1.53M Buy
31,487
+235
+0.8% +$11.8K 0.16% 126
2019
Q4 		$1.59M Sell
31,252
-65
-0.2% -$3.31K 0.24% 97
2019
Q3 		$1.6M Buy
31,317
+1,535
+5% +$78.1K 0.28% 84
2019
Q2 		$1.52K Sell
29,782
-1,676
-5% -$85.3K 0.23% 85
2019
Q1 		$1.6M Sell
31,458
-2,584
-8% -$131K 0.28% 84
2018
Q4 		$1.71M Buy
+34,042
New +$1.73M 0.36% 65
2015
Q1 		– Sell
-726
Closed -$36K – 1050
2014
Q4 		$36K Buy
726
+601
+481% +$30.5K 0.03% 452
2014
Q3 		$6K Hold
125
– – ﹤0.01% 873
2014
Q2 		$6K Hold
125
– – ﹤0.01% 913
2014
Q1 		$6K Buy
+125
New +$6.34K ﹤0.01% 857

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Management's FLOT Position: Q1 2022 in Review

B. Riley Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2022, closing a stake of 4,228 shares — an estimated $237K sold.

B. Riley Wealth Management first reported a position in FLOT in Q1 2014 and held it in 13 quarters. The position peaked at $6.33M in Q4 2020. 645 funds tracked by Wall St. Rank hold FLOT as of Q1 2022.

  • B. Riley Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 4,228 iShares Floating Rate Bond ETF shares in Q1 2022, an estimated $237K.
  • B. Riley Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q1 2014 and held it in 13 quarters.
  • B. Riley Wealth Management's iShares Floating Rate Bond ETF position peaked at $6.33M in Q4 2020.
  • 645 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.