Baldwin Wealth Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Baldwin Wealth Partners’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 Q2	–	Sell	-981	Closed	-$50K	–	694
2022 Q1	$50K	Hold	981	–	–	0.01%	374
2021 Q4	$50K	Hold	981	–	–	0.01%	344
2021 Q3	$50K	Hold	981	–	–	0.01%	349
2021 Q2	$50K	Hold	981	–	–	0.01%	358
2021 Q1	$50K	Hold	981	–	–	0.01%	346
2020 Q4	$50K	Hold	981	–	–	0.01%	319
2020 Q3	$50K	Hold	981	–	–	0.01%	298
2020 Q2	$50K	Hold	981	–	–	0.01%	294
2020 Q1	$48K	Hold	981	–	–	0.01%	278
2019 Q4	$50K	Hold	981	–	–	0.01%	313
2019 Q3	$50K	Hold	981	–	–	0.01%	305
2019 Q2	$50K	Hold	981	–	–	0.01%	306
2019 Q1	$50K	Hold	981	–	–	0.01%	298
2018 Q4	$49K	Hold	981	–	–	0.01%	293
2018 Q3	$50K	Hold	981	–	–	0.01%	312
2018 Q2	$50K	Hold	981	–	–	0.01%	311
2018 Q1	$50K	Buy	+981	New	+$50K	0.01%	289

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baldwin Wealth Partners's FLOT Position: Q2 2022 in Review

Baldwin Wealth Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2022, closing a stake of 981 shares — an estimated $50K sold.

Baldwin Wealth Partners first reported a position in FLOT in Q1 2018 and held it in 17 quarters. The position peaked at $50K in Q1 2022. 668 funds tracked by Wall St. Rank hold FLOT as of Q2 2022.

Baldwin Wealth Partners reported no remaining iShares Floating Rate Bond ETF position as of Q2 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 981 iShares Floating Rate Bond ETF shares in Q2 2022, an estimated $50K.
Baldwin Wealth Partners first reported a position in iShares Floating Rate Bond ETF in Q1 2018 and held it in 17 quarters.
Baldwin Wealth Partners's iShares Floating Rate Bond ETF position peaked at $50K in Q1 2022.
668 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2022.

Based on Baldwin Wealth Partners's 13F filing for Q2 2022, filed 18 Jul 2022.