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FourThought Financial’s iShares Floating Rate Bond ETF FLOT Stock Holding History

FourThought Financial’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
Q3 		– Sell
-423
Closed -$21K – 1564
2021
Q2 		$21K Buy
423
+223
+112% +$11.3K ﹤0.01% 934
2021
Q1 		$10K Buy
+200
New +$10.2K ﹤0.01% 1055

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FourThought Financial's FLOT Position: Q3 2021 in Review

FourThought Financial sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2021, closing a stake of 423 shares — an estimated $21K sold.

FourThought Financial first reported a position in FLOT in Q1 2021 and held it in 2 quarters. The position peaked at $21K in Q2 2021. 528 funds tracked by Wall St. Rank hold FLOT as of Q3 2021.

  • FourThought Financial reported no remaining iShares Floating Rate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • FourThought Financial sold 423 iShares Floating Rate Bond ETF shares in Q3 2021, an estimated $21K.
  • FourThought Financial first reported a position in iShares Floating Rate Bond ETF in Q1 2021 and held it in 2 quarters.
  • FourThought Financial's iShares Floating Rate Bond ETF position peaked at $21K in Q2 2021.
  • 528 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2021.

Based on FourThought Financial's 13F filing for Q3 2021, filed 12 Nov 2021.