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

Dynasty 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
2018
Q4 		– Sell
-6,752
Closed -$345K – 34
2018
Q3 		$345K Buy
6,752
+22
+0.3% +$1.12K 0.44% 55
2018
Q2 		$343K Buy
6,730
+95
+1% +$4.84K 0.71% 37
2018
Q1 		$338K Buy
6,635
+1,621
+32% +$82.6K 0.14% 35
2017
Q4 		$255K Buy
+5,014
New +$255K 0.44% 77

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
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Dynasty Wealth Management's FLOT Position: Q4 2018 in Review

Dynasty Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2018, closing a stake of 6,752 shares — an estimated $345K sold.

Dynasty Wealth Management first reported a position in FLOT in Q4 2017 and held it in 4 quarters. The position peaked at $345K in Q3 2018. 564 funds tracked by Wall St. Rank hold FLOT as of Q4 2018.

  • Dynasty Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 6,752 iShares Floating Rate Bond ETF shares in Q4 2018, an estimated $345K.
  • Dynasty Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2017 and held it in 4 quarters.
  • Dynasty Wealth Management's iShares Floating Rate Bond ETF position peaked at $345K in Q3 2018.
  • 564 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.