First Personal Financial Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

First Personal Financial Services’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 Q3	$16.1K	Buy	+316	New	+$16.1K	﹤0.01%	278
2020 Q1	–	Sell	-133	Closed	-$7K	–	383
2019 Q4	$7K	Buy	+133	New	+$6.77K	﹤0.01%	295
2019 Q3	–	Sell	-13,028	Closed	-$664K	–	611
2019 Q2	$664K	Hold	13,028	–	–	0.19%	101
2019 Q1	$663K	Hold	13,028	–	–	0.2%	97
2018 Q4	$656K	Buy	13,028 +44	+0.3%	+$2.23K	0.23%	91
2018 Q3	$662K	Hold	12,984	–	–	0.21%	97
2018 Q2	$662K	Hold	12,984	–	–	0.22%	93
2018 Q1	$661K	Buy	+12,984	New	+$661K	0.15%	125

Other funds holding FLOT

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

First Personal Financial Services's FLOT Position: Q3 2024 in Review

First Personal Financial Services opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q3 2024: 316 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #278 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in FLOT as recently as Q4 2019.

First Personal Financial Services first reported a position in FLOT in Q1 2018 and has held it in 8 quarters since. The position peaked at $664K in Q2 2019. 604 funds tracked by Wall St. Rank hold FLOT as of Q3 2024.

First Personal Financial Services held 316 shares of iShares Floating Rate Bond ETF worth $16.1K as of Q3 2024.
iShares Floating Rate Bond ETF was a new First Personal Financial Services position in Q3 2024.
iShares Floating Rate Bond ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #278 holding.
First Personal Financial Services first reported a position in iShares Floating Rate Bond ETF in Q1 2018 and has held it in 8 quarters since.
First Personal Financial Services's iShares Floating Rate Bond ETF position peaked at $664K in Q2 2019.
604 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.