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Clear Creek Financial Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Clear Creek Financial 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
Q3 		– Sell
-9,911
Closed -$501K – 136
2020
Q2 		$501K Buy
9,911
+4,419
+80% +$221K 0.13% 115
2020
Q1 		$271K Sell
5,492
-39
-0.7% -$1.95K 0.1% 126
2019
Q4 		$283K Buy
+5,531
New +$282K 0.11% 95

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Creek Financial Management's FLOT Position: Q3 2020 in Review

Clear Creek Financial Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2020, closing a stake of 9,911 shares — an estimated $501K sold.

Clear Creek Financial Management first reported a position in FLOT in Q4 2019 and held it in 3 quarters. The position peaked at $501K in Q2 2020. 460 funds tracked by Wall St. Rank hold FLOT as of Q3 2020.

  • Clear Creek Financial Management reported no remaining iShares Floating Rate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Clear Creek Financial Management sold 9,911 iShares Floating Rate Bond ETF shares in Q3 2020, an estimated $501K.
  • Clear Creek Financial Management first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Clear Creek Financial Management's iShares Floating Rate Bond ETF position peaked at $501K in Q2 2020.
  • 460 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2020.

Based on Clear Creek Financial Management's 13F filing for Q3 2020, filed 10 Nov 2020.