GI
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Gradient Investments’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Gradient Investments’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
Q4 		– Sell
-86
Closed -$4K – 1549
2022
Q3 		$4K Sell
86
-343
-80% -$17.2K ﹤0.01% 991
2022
Q2 		$21K Buy
429
+1
+0.2% +$50 ﹤0.01% 638
2022
Q1 		$22K Sell
428
-7
-2% -$354 ﹤0.01% 625
2021
Q4 		$22K Buy
435
+8
+2% +$406 ﹤0.01% 636
2021
Q3 		$22K Sell
427
-37
-8% -$1.88K ﹤0.01% 625
2021
Q2 		$24K Buy
464
+38
+9% +$1.93K ﹤0.01% 602
2021
Q1 		$22K Buy
426
+1
+0.2% +$51 ﹤0.01% 604
2020
Q4 		$22K Hold
425
– – ﹤0.01% 548
2020
Q3 		$22K Buy
425
+1
+0.2% +$51 ﹤0.01% 551
2020
Q2 		$21K Buy
424
+2
+0.5% +$100 ﹤0.01% 520
2020
Q1 		$21K Sell
422
-40
-9% -$2K ﹤0.01% 506
2019
Q4 		$24K Sell
462
-62
-12% -$3.16K ﹤0.01% 544
2019
Q3 		$27K Buy
524
+110
+27% +$5.6K ﹤0.01% 478
2019
Q2 		$21K Buy
414
+3
+0.7% +$153 ﹤0.01% 506
2019
Q1 		$21K Buy
411
+2
+0.5% +$101 ﹤0.01% 436
2018
Q4 		$21K Sell
409
-395
-49% -$20K ﹤0.01% 443
2018
Q3 		$41K Buy
804
+278
+53% +$14.2K ﹤0.01% 386
2018
Q2 		$27K Buy
526
+125
+31% +$6.37K ﹤0.01% 432
2018
Q1 		$20K Buy
+401
New +$20.4K ﹤0.01% 473
2017
Q3 		– Sell
-20
Closed -$1K – 395
2017
Q2 		$1K Hold
20
– – ﹤0.01% 729
2017
Q1 		$1K Hold
20
– – ﹤0.01% 713
2016
Q4 		$1K Hold
20
– – ﹤0.01% 669
2016
Q3 		$1K Buy
+20
New +$1.01K ﹤0.01% 647
2014
Q1 		– Sell
-910
Closed -$46K – 565
2013
Q4 		$46K Buy
+910
New +$46.1K 0.01% 227

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments's FLOT Position: Q4 2022 in Review

Gradient Investments sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2022, closing a stake of 86 shares — an estimated $4K sold.

Gradient Investments first reported a position in FLOT in Q4 2013 and held it in 24 quarters. The position peaked at $46K in Q4 2013. 682 funds tracked by Wall St. Rank hold FLOT as of Q4 2022.

  • Gradient Investments reported no remaining iShares Floating Rate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 86 iShares Floating Rate Bond ETF shares in Q4 2022, an estimated $4K.
  • Gradient Investments first reported a position in iShares Floating Rate Bond ETF in Q4 2013 and held it in 24 quarters.
  • Gradient Investments's iShares Floating Rate Bond ETF position peaked at $46K in Q4 2013.
  • 682 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.