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Curran Financial Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Curran Financial Partners’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
2021
Q4 		– Sell
-4,929
Closed -$250K – 78
2021
Q3 		$250K Sell
4,929
-949
-16% -$48.2K 0.13% 52
2021
Q2 		$299K Sell
5,878
-378
-6% -$19.2K 0.16% 54
2021
Q1 		$318K Buy
+6,256
New +$318K 0.23% 47

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curran Financial Partners's FLOT Position: Q4 2021 in Review

Curran Financial Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2021, closing a stake of 4,929 shares — an estimated $250K sold.

Curran Financial Partners first reported a position in FLOT in Q1 2021 and held it in 3 quarters. The position peaked at $318K in Q1 2021. 587 funds tracked by Wall St. Rank hold FLOT as of Q4 2021.

  • Curran Financial Partners reported no remaining iShares Floating Rate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Curran Financial Partners sold 4,929 iShares Floating Rate Bond ETF shares in Q4 2021, an estimated $250K.
  • Curran Financial Partners first reported a position in iShares Floating Rate Bond ETF in Q1 2021 and held it in 3 quarters.
  • Curran Financial Partners's iShares Floating Rate Bond ETF position peaked at $318K in Q1 2021.
  • 587 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2021.

Based on Curran Financial Partners's 13F filing for Q4 2021, filed 10 Feb 2022.