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

Fiducient 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
2023
Q3 		– Sell
-19,556
Closed -$994K – 109
2023
Q2 		$994K Buy
19,556
+5,006
+34% +$253K 0.3% 22
2023
Q1 		$733K Hold
14,550
– – 0.24% 30
2022
Q4 		$732K Buy
14,550
+7,300
+101% +$366K 0.22% 62
2022
Q3 		$364K Sell
7,250
-134
-2% -$6.73K 0.17% 38
2022
Q2 		$369K Buy
+7,384
New +$372K 0.14% 51

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
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fiducient Advisors's FLOT Position: Q3 2023 in Review

Fiducient Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2023, closing a stake of 19,556 shares — an estimated $994K sold.

Fiducient Advisors first reported a position in FLOT in Q2 2022 and held it in 5 quarters. The position peaked at $994K in Q2 2023. 609 funds tracked by Wall St. Rank hold FLOT as of Q3 2023.

  • Fiducient Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Fiducient Advisors sold 19,556 iShares Floating Rate Bond ETF shares in Q3 2023, an estimated $994K.
  • Fiducient Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and held it in 5 quarters.
  • Fiducient Advisors's iShares Floating Rate Bond ETF position peaked at $994K in Q2 2023.
  • 609 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2023.

Based on Fiducient Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.