BFG
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Bouchey Financial Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bouchey Financial Group’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
Q1 		– Sell
-7,190
Closed -$364K – 150
2023
Q4 		$364K Sell
7,190
-18,194
-72% -$922K 0.04% 93
2023
Q3 		$1.29M Buy
+25,384
New +$1.29M 0.16% 37
2018
Q4 		– Sell
-4,000
Closed -$204K – 73
2018
Q3 		$204K Hold
4,000
– – 0.05% 74
2018
Q2 		$204K Hold
4,000
– – 0.06% 67
2018
Q1 		$204K Buy
+4,000
New +$204K 0.06% 64
2017
Q1 		– Sell
-139,432
Closed -$7.07M – 61
2016
Q4 		$7.07M Sell
139,432
-8,763
-6% -$445K 2.94% 15
2016
Q3 		$7.52M Sell
148,195
-58,418
-28% -$2.96M 2.94% 12
2016
Q2 		$10.5M Buy
206,613
+7,972
+4% +$403K 4.22% 7
2016
Q1 		$10M Buy
198,641
+6,098
+3% +$307K 4.24% 8
2015
Q4 		$9.71M Buy
192,543
+58,647
+44% +$2.96M 4.2% 10
2015
Q3 		$6.75M Sell
133,896
-4,521
-3% -$229K 3.25% 12
2015
Q2 		$7.01M Buy
138,417
+4,542
+3% +$230K 2.99% 9
2015
Q1 		$6.78M Buy
133,875
+335
+0.3% +$17K 3.05% 9
2014
Q4 		$6.75M Buy
133,540
+9,709
+8% +$492K 3.17% 8
2014
Q3 		$6.29M Buy
123,831
+11,433
+10% +$581K 3.19% 7
2014
Q2 		$5.71M Buy
112,398
+31,575
+39% +$1.6M 3.06% 7
2014
Q1 		$4.1M Buy
80,823
+2,810
+4% +$142K 2.49% 14
2013
Q4 		$3.96M Buy
+78,013
New +$3.95M 2.79% 13

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bouchey Financial Group's FLOT Position: Q1 2024 in Review

Bouchey Financial Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2024, closing a stake of 7,190 shares — an estimated $364K sold.

Bouchey Financial Group first reported a position in FLOT in Q4 2013 and held it in 18 quarters. The position peaked at $10.5M in Q2 2016. 604 funds tracked by Wall St. Rank hold FLOT as of Q1 2024.

  • Bouchey Financial Group reported no remaining iShares Floating Rate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Bouchey Financial Group sold 7,190 iShares Floating Rate Bond ETF shares in Q1 2024, an estimated $364K.
  • Bouchey Financial Group first reported a position in iShares Floating Rate Bond ETF in Q4 2013 and held it in 18 quarters.
  • Bouchey Financial Group's iShares Floating Rate Bond ETF position peaked at $10.5M in Q2 2016.
  • 604 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2024.

Based on Bouchey Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.