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Carmichael Hill & Associates’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Carmichael Hill & 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
2022
Q2 		– Sell
-276
Closed -$14K – 832
2022
Q1 		$14K Hold
276
– – 0.01% 541
2021
Q4 		$14K Hold
276
– – 0.01% 562
2021
Q3 		$14K Hold
276
– – 0.01% 553
2021
Q2 		$14K Buy
+276
New +$14K 0.01% 552

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carmichael Hill & Associates's FLOT Position: Q2 2022 in Review

Carmichael Hill & Associates sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2022, closing a stake of 276 shares — an estimated $14K sold.

Carmichael Hill & Associates first reported a position in FLOT in Q2 2021 and held it in 4 quarters. The position peaked at $14K in Q1 2022. 668 funds tracked by Wall St. Rank hold FLOT as of Q2 2022.

  • Carmichael Hill & Associates reported no remaining iShares Floating Rate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 276 iShares Floating Rate Bond ETF shares in Q2 2022, an estimated $14K.
  • Carmichael Hill & Associates first reported a position in iShares Floating Rate Bond ETF in Q2 2021 and held it in 4 quarters.
  • Carmichael Hill & Associates's iShares Floating Rate Bond ETF position peaked at $14K in Q1 2022.
  • 668 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2022.

Based on Carmichael Hill & Associates's 13F filing for Q2 2022, filed 5 Aug 2022.