EFA
FLOT icon

Evernest Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Evernest Financial Advisors’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
Q1 		– Sell
-4,147
Closed -$210K – 127
2023
Q4 		$210K Buy
+4,147
New +$210K 0.11% 121

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Evernest Financial Advisors's FLOT Position: Q1 2024 in Review

Evernest Financial Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2024, closing a stake of 4,147 shares — an estimated $210K sold.

Evernest Financial Advisors first reported a position in FLOT in Q4 2023 and held it in 1 quarter. The position peaked at $210K in Q4 2023. 604 funds tracked by Wall St. Rank hold FLOT as of Q1 2024.

  • Evernest Financial Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Evernest Financial Advisors sold 4,147 iShares Floating Rate Bond ETF shares in Q1 2024, an estimated $210K.
  • Evernest Financial Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Evernest Financial Advisors's iShares Floating Rate Bond ETF position peaked at $210K in Q4 2023.
  • 604 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2024.

Based on Evernest Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.