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

Independence 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
2018
Q2 		– Sell
-19,673
Closed -$1M – 21
2018
Q1 		$1M Sell
19,673
-476
-2% -$24.3K 0.93% 20
2017
Q4 		$1.02M Buy
+20,149
New +$1.03M 0.94% 20

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Independence Wealth Advisors's FLOT Position: Q2 2018 in Review

Independence Wealth Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2018, closing a stake of 19,673 shares — an estimated $1M sold.

Independence Wealth Advisors first reported a position in FLOT in Q4 2017 and held it in 2 quarters. The position peaked at $1.02M in Q4 2017. 473 funds tracked by Wall St. Rank hold FLOT as of Q2 2018.

  • Independence Wealth Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Independence Wealth Advisors sold 19,673 iShares Floating Rate Bond ETF shares in Q2 2018, an estimated $1M.
  • Independence Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Independence Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $1.02M in Q4 2017.
  • 473 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2018.

Based on Independence Wealth Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.