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Indiana Trust & Investment Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Indiana Trust & Investment Management’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
-100
Closed -$5.1K – 486
2024
Q3 		$5.1K Hold
100
– – ﹤0.01% 439
2024
Q2 		$5.11K Sell
100
-100
-50% -$5.1K ﹤0.01% 414
2024
Q1 		$10.2K Sell
200
-100
-33% -$5.09K ﹤0.01% 382
2023
Q4 		$15.2K Sell
300
-676
-69% -$34.3K 0.01% 332
2023
Q3 		$49.7K Buy
+976
New +$49.5K 0.03% 258

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 $1.88B AUM 29.07% 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

Indiana Trust & Investment Management's FLOT Position: Q4 2024 in Review

Indiana Trust & Investment Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2024, closing a stake of 100 shares — an estimated $5.1K sold.

Indiana Trust & Investment Management first reported a position in FLOT in Q3 2023 and held it in 5 quarters. The position peaked at $49.7K in Q3 2023. 657 funds tracked by Wall St. Rank hold FLOT as of Q4 2024.

  • Indiana Trust & Investment Management reported no remaining iShares Floating Rate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 100 iShares Floating Rate Bond ETF shares in Q4 2024, an estimated $5.1K.
  • Indiana Trust & Investment Management first reported a position in iShares Floating Rate Bond ETF in Q3 2023 and held it in 5 quarters.
  • Indiana Trust & Investment Management's iShares Floating Rate Bond ETF position peaked at $49.7K in Q3 2023.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.