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Harvest Investment Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Harvest Investment 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
Q4 		– Sell
-6,510
Closed -$327K – 126
2022
Q3 		$327K Sell
6,510
-292
-4% -$14.7K 0.4% 79
2022
Q2 		$339K Buy
+6,802
New +$343K 0.26% 90

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AWA
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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

Harvest Investment Services's FLOT Position: Q4 2022 in Review

Harvest Investment Services sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2022, closing a stake of 6,510 shares — an estimated $327K sold.

Harvest Investment Services first reported a position in FLOT in Q2 2022 and held it in 2 quarters. The position peaked at $339K in Q2 2022. 682 funds tracked by Wall St. Rank hold FLOT as of Q4 2022.

  • Harvest Investment Services reported no remaining iShares Floating Rate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Harvest Investment Services sold 6,510 iShares Floating Rate Bond ETF shares in Q4 2022, an estimated $327K.
  • Harvest Investment Services first reported a position in iShares Floating Rate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Harvest Investment Services's iShares Floating Rate Bond ETF position peaked at $339K in Q2 2022.
  • 682 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2022.

Based on Harvest Investment Services's 13F filing for Q4 2022, filed 14 Feb 2023.