HWA
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HCR Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

HCR 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
Q1 		– Sell
-430
Closed -$22K – 195
2020
Q4 		$22K Hold
430
– – ﹤0.01% 231
2020
Q3 		$22K Hold
430
– – 0.01% 205
2020
Q2 		$22K Buy
+430
New +$21.5K 0.01% 203

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HCR Wealth Advisors's FLOT Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2021, closing a stake of 430 shares — an estimated $22K sold.

HCR Wealth Advisors first reported a position in FLOT in Q2 2020 and held it in 3 quarters. The position peaked at $22K in Q4 2020. 516 funds tracked by Wall St. Rank hold FLOT as of Q1 2021.

  • HCR Wealth Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 430 iShares Floating Rate Bond ETF shares in Q1 2021, an estimated $22K.
  • HCR Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2020 and held it in 3 quarters.
  • HCR Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $22K in Q4 2020.
  • 516 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.