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

Center For 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
2023 Q1	–	Sell	-7,009	Closed	-$353K	–	107
2022 Q4	$353K	Buy	+7,009	New	+$352K	0.33%	82
2022 Q1	–	Sell	-9,543	Closed	-$484K	–	132
2021 Q4	$484K	Sell	9,543 -7,311	-43%	-$371K	0.36%	54
2021 Q3	$857K	Sell	16,854 -1,405	-8%	-$71.4K	0.72%	38
2021 Q2	$928K	Buy	+18,259	New	+$927K	0.8%	37

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Center For Asset Management's FLOT Position: Q1 2023 in Review

Center For Asset Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2023, closing a stake of 7,009 shares — an estimated $353K sold.

Center For Asset Management first reported a position in FLOT in Q2 2021 and held it in 4 quarters. The position peaked at $928K in Q2 2021. 637 funds tracked by Wall St. Rank hold FLOT as of Q1 2023.

Center For Asset Management reported no remaining iShares Floating Rate Bond ETF position as of Q1 2023 after selling out during the quarter.
Center For Asset Management sold 7,009 iShares Floating Rate Bond ETF shares in Q1 2023, an estimated $353K.
Center For Asset Management first reported a position in iShares Floating Rate Bond ETF in Q2 2021 and held it in 4 quarters.
Center For Asset Management's iShares Floating Rate Bond ETF position peaked at $928K in Q2 2021.
637 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2023.

Based on Center For Asset Management's 13F filing for Q1 2023, filed 24 Apr 2023.