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

Great Point 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
2021
Q2 		– Sell
-4,600
Closed -$234K – 55
2021
Q1 		$234K Buy
+4,600
New +$234K 0.09% 46

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Great Point Wealth Advisors's FLOT Position: Q2 2021 in Review

Great Point Wealth Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2021, closing a stake of 4,600 shares — an estimated $234K sold.

Great Point Wealth Advisors first reported a position in FLOT in Q1 2021 and held it in 1 quarter. The position peaked at $234K in Q1 2021. 538 funds tracked by Wall St. Rank hold FLOT as of Q2 2021.

  • Great Point Wealth Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Great Point Wealth Advisors sold 4,600 iShares Floating Rate Bond ETF shares in Q2 2021, an estimated $234K.
  • Great Point Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Great Point Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $234K in Q1 2021.
  • 538 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2021.

Based on Great Point Wealth Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.