First National Bank of South Miami’s iShares Floating Rate Bond ETF FLOT Stock Holding History

First National Bank of South Miami’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
2021 Q4	–	Sell	-200	Closed	-$10K	–	363
2021 Q3	$10K	Hold	200	–	–	0.01%	279
2021 Q2	$10K	Hold	200	–	–	0.01%	275
2021 Q1	$10K	Buy	+200	New	+$10.2K	0.01%	259
2019 Q4	–	Sell	-600	Closed	-$31K	–	286
2019 Q3	$31K	Hold	600	–	–	0.03%	195
2019 Q2	$31K	Hold	600	–	–	0.03%	201
2019 Q1	$31K	Hold	600	–	–	0.03%	201
2018 Q4	$30K	Buy	+600	New	+$30.4K	0.03%	205

Other funds holding FLOT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

First National Bank of South Miami's FLOT Position: Q4 2021 in Review

First National Bank of South Miami sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2021, closing a stake of 200 shares — an estimated $10K sold.

First National Bank of South Miami first reported a position in FLOT in Q4 2018 and held it in 7 quarters. The position peaked at $31K in Q3 2019. 587 funds tracked by Wall St. Rank hold FLOT as of Q4 2021.

First National Bank of South Miami reported no remaining iShares Floating Rate Bond ETF position as of Q4 2021 after selling out during the quarter.
First National Bank of South Miami sold 200 iShares Floating Rate Bond ETF shares in Q4 2021, an estimated $10K.
First National Bank of South Miami first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and held it in 7 quarters.
First National Bank of South Miami's iShares Floating Rate Bond ETF position peaked at $31K in Q3 2019.
587 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2021.

Based on First National Bank of South Miami's 13F filing for Q4 2021, filed 18 Jan 2022.