Householder Group Estate & Retirement Specialist’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q3	–	Sell	-174	Closed	-$8K	–	1217
2024 Q2	$8K	Sell	174 -528	-75%	-$26.9K	﹤0.01%	853
2024 Q1	$35.9K	Sell	702 -30	-4%	-$1.53K	0.01%	542
2023 Q4	$37K	Buy	732 +14	+2%	+$710	0.01%	516
2023 Q3	$36.6K	Buy	+718	New	+$36.4K	0.01%	510
2023 Q1	$39K	Buy	+767	New	+$38.7K	0.02%	487
2022 Q4	–	Sell	-9,524	Closed	-$478K	–	573
2022 Q3	$478K	Sell	9,524 -38	-0.4%	-$1.91K	0.2%	111
2022 Q2	$477K	Buy	9,562 +13	+0.1%	+$655	0.21%	115
2022 Q1	$482K	Buy	9,549 +5	+0.1%	+$253	0.19%	122
2021 Q4	$484K	Buy	+9,544	New	+$484K	0.18%	130

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FLOT Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2024, closing a stake of 174 shares — an estimated $8K sold.

Householder Group Estate & Retirement Specialist first reported a position in FLOT in Q4 2021 and held it in 9 quarters. The position peaked at $484K in Q4 2021. 605 funds tracked by Wall St. Rank hold FLOT as of Q3 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Floating Rate Bond ETF position as of Q3 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 174 iShares Floating Rate Bond ETF shares in Q3 2024, an estimated $8K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and held it in 9 quarters.
Householder Group Estate & Retirement Specialist's iShares Floating Rate Bond ETF position peaked at $484K in Q4 2021.
605 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.