FWA
FLOT icon

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

FOCUS Wealth 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
Q4 		– Sell
-36,588
Closed -$1.87M – 60
2024
Q3 		$1.87M Sell
36,588
-557
-1% -$28.4K 0.93% 29
2024
Q2 		$1.9M Buy
37,145
+418
+1% +$21.3K 0.97% 28
2024
Q1 		$1.88M Buy
36,727
+1,905
+5% +$96.9K 1% 29
2023
Q4 		$1.76M Buy
34,822
+1,738
+5% +$88.1K 1.12% 25
2023
Q3 		$1.68M Sell
33,084
-86
-0.3% -$4.36K 1.17% 22
2023
Q2 		$1.69M Sell
33,170
-304
-0.9% -$15.4K 1.14% 22
2023
Q1 		$1.69M Sell
33,474
-443
-1% -$22.4K 1.11% 23
2022
Q4 		$1.71M Sell
33,917
-171
-0.5% -$8.59K 1.18% 21
2022
Q3 		$1.71M Sell
34,088
-129
-0.4% -$6.48K 1.21% 21
2022
Q2 		$1.71M Buy
+34,217
New +$1.72M 1.17% 19

Other funds holding FLOT

DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return