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Glassman Wealth Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Glassman Wealth 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
2022
Q1 		– Sell
-214
Closed -$11K – 1733
2021
Q4 		$11K Buy
+214
New +$10.9K ﹤0.01% 758

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Glassman Wealth Services's FLOT Position: Q1 2022 in Review

Glassman Wealth Services sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2022, closing a stake of 214 shares — an estimated $11K sold.

Glassman Wealth Services first reported a position in FLOT in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 645 funds tracked by Wall St. Rank hold FLOT as of Q1 2022.

  • Glassman Wealth Services reported no remaining iShares Floating Rate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 214 iShares Floating Rate Bond ETF shares in Q1 2022, an estimated $11K.
  • Glassman Wealth Services first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Glassman Wealth Services's iShares Floating Rate Bond ETF position peaked at $11K in Q4 2021.
  • 645 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.