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

Clearview Wealth 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
2023 Q4	–	Sell	-4,000	Closed	-$204K	–	115
2023 Q3	$204K	Hold	4,000	–	–	0.25%	114
2023 Q2	$203K	Hold	4,000	–	–	0.21%	109
2023 Q1	$202K	Hold	4,000	–	–	0.2%	115
2022 Q4	$201K	Hold	4,000	–	–	0.16%	93
2022 Q3	$201K	Hold	4,000	–	–	0.16%	84
2022 Q2	$200K	Buy	+4,000	New	+$201K	0.15%	86

Other funds holding FLOT

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 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

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

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

Clearview Wealth Advisors's FLOT Position: Q4 2023 in Review

Clearview Wealth Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2023, closing a stake of 4,000 shares — an estimated $204K sold.

Clearview Wealth Advisors first reported a position in FLOT in Q2 2022 and held it in 6 quarters. The position peaked at $204K in Q3 2023. 628 funds tracked by Wall St. Rank hold FLOT as of Q4 2023.

Clearview Wealth Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q4 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 4,000 iShares Floating Rate Bond ETF shares in Q4 2023, an estimated $204K.
Clearview Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and held it in 6 quarters.
Clearview Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $204K in Q3 2023.
628 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2023.

Based on Clearview Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.