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

BDO 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 Q2	$73.1K	Hold	1,438	–	–	0.01%	376
2023 Q1	$72.5K	Hold	1,438	–	–	0.01%	359
2022 Q4	$72.4K	Hold	1,438	–	–	0.01%	365
2022 Q3	$72K	Hold	1,438	–	–	0.01%	363
2022 Q2	$72K	Hold	1,438	–	–	0.01%	365
2022 Q1	$73K	Hold	1,438	–	–	0.01%	373
2021 Q4	$73K	Hold	1,438	–	–	0.01%	389
2021 Q3	$73K	Hold	1,438	–	–	0.01%	392
2021 Q2	$73K	Hold	1,438	–	–	0.01%	408
2021 Q1	$73K	Hold	1,438	–	–	0.01%	397
2020 Q4	$73K	Hold	1,438	–	–	0.01%	322
2020 Q3	$73K	Hold	1,438	–	–	0.01%	296
2020 Q2	$73K	Hold	1,438	–	–	0.01%	294
2020 Q1	$70K	Hold	1,438	–	–	0.01%	307
2019 Q4	$73K	Hold	1,438	–	–	0.02%	267
2019 Q3	$73K	Hold	1,438	–	–	0.02%	278
2019 Q2	$73K	Hold	1,438	–	–	0.02%	270
2019 Q1	$73K	Hold	1,438	–	–	0.02%	247
2018 Q4	$72K	Hold	1,438	–	–	0.02%	227
2018 Q3	$73K	Hold	1,438	–	–	0.02%	250
2018 Q2	$73K	Hold	1,438	–	–	0.02%	246
2018 Q1	$73K	Sell	1,438 -2,800	-66%	-$143K	0.03%	208
2017 Q4	$215K	Hold	4,238	–	–	0.1%	108
2017 Q3	$216K	Sell	4,238 -1,950	-32%	-$99.2K	0.11%	103
2017 Q2	$315K	Buy	+6,188	New	+$315K	0.14%	105

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BDO Wealth Advisors's FLOT Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2023 at 1,438 shares worth $73.1K. The position accounts for 0.01% of the portfolio, ranked #376.

BDO Wealth Advisors first reported a position in FLOT in Q2 2017 and has held it in 25 quarters since. The position peaked at $315K in Q2 2017. 612 funds tracked by Wall St. Rank hold FLOT as of Q2 2023.

BDO Wealth Advisors held 1,438 shares of iShares Floating Rate Bond ETF worth $73.1K as of Q2 2023.
BDO Wealth Advisors left its iShares Floating Rate Bond ETF share count unchanged in Q2 2023.
iShares Floating Rate Bond ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #376 holding.
BDO Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $315K in Q2 2017.
612 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.