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Brio Consultants’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Brio Consultants’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
2019
Q1 		– Sell
-7,369
Closed -$371K – 69
2018
Q4 		$371K Buy
+7,369
New +$374K 0.19% 49

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Envestnet Asset Management
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Ameriprise
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US Bancorp
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brio Consultants's FLOT Position: Q1 2019 in Review

Brio Consultants sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2019, closing a stake of 7,369 shares — an estimated $371K sold.

Brio Consultants first reported a position in FLOT in Q4 2018 and held it in 1 quarter. The position peaked at $371K in Q4 2018. 547 funds tracked by Wall St. Rank hold FLOT as of Q1 2019.

  • Brio Consultants reported no remaining iShares Floating Rate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Brio Consultants sold 7,369 iShares Floating Rate Bond ETF shares in Q1 2019, an estimated $371K.
  • Brio Consultants first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Brio Consultants's iShares Floating Rate Bond ETF position peaked at $371K in Q4 2018.
  • 547 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2019.

Based on Brio Consultants's 13F filing for Q1 2019, filed 23 Apr 2019.