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Heritage Oak Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Heritage Oak 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
2024
Q4 		– Sell
-25,039
Closed -$1.28M – 102
2024
Q3 		$1.28M Buy
+25,039
New +$1.28M 0.59% 39

Other funds holding FLOT

DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Oak Wealth Advisors's FLOT Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2024, closing a stake of 25,039 shares — an estimated $1.28M sold.

Heritage Oak Wealth Advisors first reported a position in FLOT in Q3 2024 and held it in 1 quarter. The position peaked at $1.28M in Q3 2024. 657 funds tracked by Wall St. Rank hold FLOT as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 25,039 iShares Floating Rate Bond ETF shares in Q4 2024, an estimated $1.28M.
  • Heritage Oak Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $1.28M in Q3 2024.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.