Bruderman Asset Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bruderman Asset Management’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 Q1	–	Sell	-13,438	Closed	-$684K	–	88
2019 Q4	$684K	Buy	13,438 +1,806	+16%	+$92K	0.21%	77
2019 Q3	$592K	Buy	11,632 +7,244	+165%	+$369K	0.15%	85
2019 Q2	$223K	Buy	4,388 +3,262	+290%	+$166K	0.05%	106
2019 Q1	$57K	Buy	+1,126	New	+$57.1K	0.01%	253

Other funds holding FLOT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bruderman Asset Management's FLOT Position: Q1 2020 in Review

Bruderman Asset Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2020, closing a stake of 13,438 shares — an estimated $684K sold.

Bruderman Asset Management first reported a position in FLOT in Q1 2019 and held it in 4 quarters. The position peaked at $684K in Q4 2019. 478 funds tracked by Wall St. Rank hold FLOT as of Q1 2020.

Bruderman Asset Management reported no remaining iShares Floating Rate Bond ETF position as of Q1 2020 after selling out during the quarter.
Bruderman Asset Management sold 13,438 iShares Floating Rate Bond ETF shares in Q1 2020, an estimated $684K.
Bruderman Asset Management first reported a position in iShares Floating Rate Bond ETF in Q1 2019 and held it in 4 quarters.
Bruderman Asset Management's iShares Floating Rate Bond ETF position peaked at $684K in Q4 2019.
478 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2020.

Based on Bruderman Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.