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Claro Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Claro Advisors’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
-1,671
Closed -$85K – 438
2018
Q4 		$85K Buy
+1,671
New +$84.8K 0.07% 254

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Claro Advisors's FLOT Position: Q1 2019 in Review

Claro Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2019, closing a stake of 1,671 shares — an estimated $85K sold.

Claro Advisors first reported a position in FLOT in Q4 2018 and held it in 1 quarter. The position peaked at $85K in Q4 2018. 547 funds tracked by Wall St. Rank hold FLOT as of Q1 2019.

  • Claro Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 1,671 iShares Floating Rate Bond ETF shares in Q1 2019, an estimated $85K.
  • Claro Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's iShares Floating Rate Bond ETF position peaked at $85K in Q4 2018.
  • 547 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.