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Braun-Bostich & Associates’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Braun-Bostich & 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
2020
Q4 		– Sell
-468
Closed -$24K – 119
2020
Q3 		$24K Sell
468
-2,625
-85% -$133K 0.02% 197
2020
Q2 		$156K Hold
3,093
– – 0.15% 84
2020
Q1 		$151K Sell
3,093
-465
-13% -$23.3K 0.19% 87
2019
Q4 		$181K Buy
+3,558
New +$181K 0.18% 88
2019
Q3 		– Sell
-3,558
Closed -$181K – 157
2019
Q2 		$181K Sell
3,558
-3,347
-48% -$170K 0.19% 102
2019
Q1 		$352K Sell
6,905
-5,039
-42% -$256K 0.37% 70
2018
Q4 		$601K Sell
11,944
-469
-4% -$23.8K 0.64% 48
2018
Q3 		$633K Sell
12,413
-642
-5% -$32.7K 0.61% 57
2018
Q2 		$666K Sell
13,055
-938
-7% -$47.8K 0.67% 47
2018
Q1 		$713K Buy
13,993
+10,660
+320% +$543K 0.62% 48
2017
Q4 		$169K Buy
+3,333
New +$170K 0.14% 117

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Braun-Bostich & Associates's FLOT Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2020, closing a stake of 468 shares — an estimated $24K sold.

Braun-Bostich & Associates first reported a position in FLOT in Q4 2017 and held it in 11 quarters. The position peaked at $713K in Q1 2018. 495 funds tracked by Wall St. Rank hold FLOT as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining iShares Floating Rate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 468 iShares Floating Rate Bond ETF shares in Q4 2020, an estimated $24K.
  • Braun-Bostich & Associates first reported a position in iShares Floating Rate Bond ETF in Q4 2017 and held it in 11 quarters.
  • Braun-Bostich & Associates's iShares Floating Rate Bond ETF position peaked at $713K in Q1 2018.
  • 495 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.