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BBJS Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

BBJS Financial 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
2024
Q3 		– Sell
-994
Closed -$50.8K – 150
2024
Q2 		$50.8K Hold
994
– – 0.02% 70
2024
Q1 		$50.7K Hold
994
– – 0.02% 69
2023
Q4 		$50.3K Hold
994
– – 0.02% 68
2023
Q3 		$50.6K Hold
994
– – 0.02% 68
2023
Q2 		$50.5K Hold
994
– – 0.02% 65
2023
Q1 		$50.1K Hold
994
– – 0.02% 64
2022
Q4 		$50K Buy
+994
New +$49.9K 0.02% 73

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

BBJS Financial Advisors's FLOT Position: Q3 2024 in Review

BBJS Financial Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2024, closing a stake of 994 shares — an estimated $50.8K sold.

BBJS Financial Advisors first reported a position in FLOT in Q4 2022 and held it in 7 quarters. The position peaked at $50.8K in Q2 2024. 604 funds tracked by Wall St. Rank hold FLOT as of Q3 2024.

  • BBJS Financial Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • BBJS Financial Advisors sold 994 iShares Floating Rate Bond ETF shares in Q3 2024, an estimated $50.8K.
  • BBJS Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2022 and held it in 7 quarters.
  • BBJS Financial Advisors's iShares Floating Rate Bond ETF position peaked at $50.8K in Q2 2024.
  • 604 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.