IWA
FLOT icon

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

Icon 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
2022
Q4 		– Sell
-7,334
Closed -$369K – 362
2022
Q3 		$369K Buy
+7,334
New +$368K 0.04% 213

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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

Icon Wealth Advisors's FLOT Position: Q4 2022 in Review

Icon Wealth Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2022, closing a stake of 7,334 shares — an estimated $369K sold.

Icon Wealth Advisors first reported a position in FLOT in Q3 2022 and held it in 1 quarter. The position peaked at $369K in Q3 2022. 682 funds tracked by Wall St. Rank hold FLOT as of Q4 2022.

  • Icon Wealth Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Icon Wealth Advisors sold 7,334 iShares Floating Rate Bond ETF shares in Q4 2022, an estimated $369K.
  • Icon Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Icon Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $369K in Q3 2022.
  • 682 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.