Hayden Royal’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Hayden Royal’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 Q4	$160K	Sell	3,162 -1,985	-39%	-$101K	0.37%	96
2021 Q3	$262K	Hold	5,147	–	–	0.43%	64
2021 Q2	$262K	Sell	5,147 -12	-0.2%	-$609	0.14%	154
2021 Q1	$262K	Sell	5,159 -263	-5%	-$13.4K	0.15%	151
2020 Q4	$275K	Sell	5,422 -124	-2%	-$6.29K	0.15%	161
2020 Q3	$281K	Hold	5,546	–	–	0.15%	151
2020 Q2	$281K	Sell	5,546 -328	-6%	-$16.4K	0.16%	117
2020 Q1	$287K	Hold	5,874	–	–	0.17%	150
2019 Q4	$300K	Buy	+5,874	New	+$299K	0.15%	153

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hayden Royal's FLOT Position: Q4 2021 in Review

Hayden Royal reduced its iShares Floating Rate Bond ETF (FLOT) stake by 39% in Q4 2021, selling an estimated $101K and leaving 3,162 shares worth $160K. The position accounts for 0.37% of the portfolio, ranked #96.

Hayden Royal first reported a position in FLOT in Q4 2019 and has held it in 9 quarters since. The position peaked at $300K in Q4 2019. 587 funds tracked by Wall St. Rank hold FLOT as of Q4 2021.

Hayden Royal held 3,162 shares of iShares Floating Rate Bond ETF worth $160K as of Q4 2021.
Hayden Royal sold 1,985 iShares Floating Rate Bond ETF shares in Q4 2021, an estimated $101K.
iShares Floating Rate Bond ETF made up 0.37% of Hayden Royal's portfolio in Q4 2021, its #96 holding.
Hayden Royal first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and has held it in 9 quarters since.
Hayden Royal's iShares Floating Rate Bond ETF position peaked at $300K in Q4 2019.
587 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.