Bivin & Associates’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bivin & Associates’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	$3.83M	Buy	+76,704	New	+$3.86M	4.11%	7

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

Bivin & Associates's FLOT Position: Q2 2022 in Review

Bivin & Associates opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q2 2022: 76,704 shares worth $3.83M. The stake represents 4.11% of the portfolio and ranks #7 among its holdings.

668 funds tracked by Wall St. Rank hold FLOT as of Q2 2022.

Bivin & Associates held 76,704 shares of iShares Floating Rate Bond ETF worth $3.83M as of Q2 2022.
iShares Floating Rate Bond ETF was a new Bivin & Associates position in Q2 2022.
iShares Floating Rate Bond ETF made up 4.11% of Bivin & Associates's portfolio in Q2 2022, its #7 holding.
668 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.