Founders Capital Management (Texas)’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Founders Capital Management (Texas)’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 Q4	–	Sell	-259	Closed	-$13.2K	–	384
2023 Q3	$13.2K	Hold	259	–	–	0.01%	266
2023 Q2	$13.2K	Hold	259	–	–	0.01%	280
2023 Q1	$13K	Hold	259	–	–	0.01%	282
2022 Q4	$13K	Hold	259	–	–	0.01%	278
2022 Q3	$13K	Hold	259	–	–	0.01%	267
2022 Q2	$13K	Buy	+259	New	+$13K	0.01%	279
2018 Q1	–	Sell	-1	Closed	–	–	365
2017 Q4	$0	Buy	+1	New	+$51	﹤0.01%	365

Other funds holding FLOT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Founders Capital Management (Texas)'s FLOT Position: Q4 2023 in Review

Founders Capital Management (Texas) sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2023, closing a stake of 259 shares — an estimated $13.2K sold.

Founders Capital Management (Texas) first reported a position in FLOT in Q4 2017 and held it in 7 quarters. The position peaked at $13.2K in Q3 2023. 628 funds tracked by Wall St. Rank hold FLOT as of Q4 2023.

Founders Capital Management (Texas) reported no remaining iShares Floating Rate Bond ETF position as of Q4 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 259 iShares Floating Rate Bond ETF shares in Q4 2023, an estimated $13.2K.
Founders Capital Management (Texas) first reported a position in iShares Floating Rate Bond ETF in Q4 2017 and held it in 7 quarters.
Founders Capital Management (Texas)'s iShares Floating Rate Bond ETF position peaked at $13.2K in Q3 2023.
628 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2023, filed 8 Jan 2024.