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Crane Advisory’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Crane Advisory’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
2024
Q3 		– Sell
-982,642
Closed -$50M – 44
2024
Q2 		$50M Buy
982,642
+978,706
+24,865% +$49.9M 9.65% 4
2024
Q1 		$200K Buy
+3,936
New +$200K 0.04% 40

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Crane Advisory's FLOT Position: Q3 2024 in Review

Crane Advisory sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2024, closing a stake of 982,642 shares — an estimated $50M sold.

Crane Advisory first reported a position in FLOT in Q1 2024 and held it in 2 quarters. The position peaked at $50M in Q2 2024. 605 funds tracked by Wall St. Rank hold FLOT as of Q3 2024.

  • Crane Advisory reported no remaining iShares Floating Rate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Crane Advisory sold 982,642 iShares Floating Rate Bond ETF shares in Q3 2024, an estimated $50M.
  • Crane Advisory first reported a position in iShares Floating Rate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Crane Advisory's iShares Floating Rate Bond ETF position peaked at $50M in Q2 2024.
  • 605 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2024.

Based on Crane Advisory's 13F filing for Q3 2024, filed 15 Oct 2024.