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

BOK Financial’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
2021
Q4 		– Sell
-4,803
Closed -$244K – 991
2021
Q3 		$244K Buy
+4,803
New +$244K ﹤0.01% 868
2017
Q4 		– Sell
-1,000
Closed -$51K – 972
2017
Q3 		$51K Buy
+1,000
New +$50.9K ﹤0.01% 979

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BOK Financial's FLOT Position: Q4 2021 in Review

BOK Financial sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2021, closing a stake of 4,803 shares — an estimated $244K sold.

BOK Financial first reported a position in FLOT in Q3 2017 and held it in 2 quarters. The position peaked at $244K in Q3 2021. 587 funds tracked by Wall St. Rank hold FLOT as of Q4 2021.

  • BOK Financial reported no remaining iShares Floating Rate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • BOK Financial sold 4,803 iShares Floating Rate Bond ETF shares in Q4 2021, an estimated $244K.
  • BOK Financial first reported a position in iShares Floating Rate Bond ETF in Q3 2017 and held it in 2 quarters.
  • BOK Financial's iShares Floating Rate Bond ETF position peaked at $244K in Q3 2021.
  • 587 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2021.

Based on BOK Financial's 13F filing for Q4 2021, filed 11 Mar 2022.