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Doyle Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Doyle Wealth 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
2019
Q1 		– Sell
-1,546
Closed -$78K – 368
2018
Q4 		$78K Buy
+1,546
New +$78.4K 0.01% 290
2018
Q2 		– Sell
-4,050
Closed -$206K – 187
2018
Q1 		$206K Buy
+4,050
New +$206K 0.03% 158

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

Doyle Wealth Management's FLOT Position: Q1 2019 in Review

Doyle Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2019, closing a stake of 1,546 shares — an estimated $78K sold.

Doyle Wealth Management first reported a position in FLOT in Q1 2018 and held it in 2 quarters. The position peaked at $206K in Q1 2018. 547 funds tracked by Wall St. Rank hold FLOT as of Q1 2019.

  • Doyle Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,546 iShares Floating Rate Bond ETF shares in Q1 2019, an estimated $78K.
  • Doyle Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q1 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares Floating Rate Bond ETF position peaked at $206K in Q1 2018.
  • 547 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.