Estate Counselors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Estate Counselors’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
2022 Q1	–	Sell	-2,650	Closed	-$134K	–	168
2021 Q4	$134K	Sell	2,650 -23,285	-90%	-$1.18M	0.02%	123
2021 Q3	$1.32M	Sell	25,935 -12,800	-33%	-$650K	0.16%	76
2021 Q2	$1.97M	Buy	38,735 +6,140	+19%	+$312K	0.26%	57
2021 Q1	$1.66M	Buy	+32,595	New	+$1.66M	0.24%	61

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Estate Counselors's FLOT Position: Q1 2022 in Review

Estate Counselors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2022, closing a stake of 2,650 shares — an estimated $134K sold.

Estate Counselors first reported a position in FLOT in Q1 2021 and held it in 4 quarters. The position peaked at $1.97M in Q2 2021. 645 funds tracked by Wall St. Rank hold FLOT as of Q1 2022.

Estate Counselors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2022 after selling out during the quarter.
Estate Counselors sold 2,650 iShares Floating Rate Bond ETF shares in Q1 2022, an estimated $134K.
Estate Counselors first reported a position in iShares Floating Rate Bond ETF in Q1 2021 and held it in 4 quarters.
Estate Counselors's iShares Floating Rate Bond ETF position peaked at $1.97M in Q2 2021.
645 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2022.

Based on Estate Counselors's 13F filing for Q1 2022, filed 9 May 2022.