Bedel Financial Consulting’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bedel Financial Consulting’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	-650	Closed	-$33K	–	999
2021 Q4	$33K	Hold	650	–	–	0.01%	476
2021 Q3	$33K	Hold	650	–	–	0.01%	457
2021 Q2	$33K	Hold	650	–	–	0.01%	455
2021 Q1	$33K	Hold	650	–	–	0.01%	435
2020 Q4	$33K	Sell	650 -22	-3%	-$1.12K	0.01%	374
2020 Q3	$34K	Hold	672	–	–	0.02%	351
2020 Q2	$34K	Hold	672	–	–	0.02%	327
2020 Q1	$33K	Hold	672	–	–	0.02%	316
2019 Q4	$34K	Hold	672	–	–	0.02%	340
2019 Q3	$34K	Hold	672	–	–	0.02%	327
2019 Q2	$34K	Buy	672 +650	+2,955%	+$33.1K	0.02%	328
2019 Q1	$1K	Hold	22	–	–	﹤0.01%	675
2018 Q4	$1K	Hold	22	–	–	﹤0.01%	646
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	646
2018 Q2	$1K	Hold	22	–	–	﹤0.01%	656
2018 Q1	$1K	Buy	+22	New	+$1.12K	﹤0.01%	645

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

Bedel Financial Consulting's FLOT Position: Q1 2022 in Review

Bedel Financial Consulting sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2022, closing a stake of 650 shares — an estimated $33K sold.

Bedel Financial Consulting first reported a position in FLOT in Q1 2018 and held it in 16 quarters. The position peaked at $34K in Q3 2020. 645 funds tracked by Wall St. Rank hold FLOT as of Q1 2022.

Bedel Financial Consulting reported no remaining iShares Floating Rate Bond ETF position as of Q1 2022 after selling out during the quarter.
Bedel Financial Consulting sold 650 iShares Floating Rate Bond ETF shares in Q1 2022, an estimated $33K.
Bedel Financial Consulting first reported a position in iShares Floating Rate Bond ETF in Q1 2018 and held it in 16 quarters.
Bedel Financial Consulting's iShares Floating Rate Bond ETF position peaked at $34K in Q3 2020.
645 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2022.

Based on Bedel Financial Consulting's 13F filing for Q1 2022, filed 19 Apr 2022.