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Indie Asset Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Indie Asset Partners’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
2020
Q2 		– Sell
-12,500
Closed -$609K – 94
2020
Q1 		$609K Sell
12,500
-10,500
-46% -$525K 0.76% 28
2019
Q4 		$1.17M Buy
+23,000
New +$1.17M 1.24% 17

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Indie Asset Partners's FLOT Position: Q2 2020 in Review

Indie Asset Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2020, closing a stake of 12,500 shares — an estimated $609K sold.

Indie Asset Partners first reported a position in FLOT in Q4 2019 and held it in 2 quarters. The position peaked at $1.17M in Q4 2019. 455 funds tracked by Wall St. Rank hold FLOT as of Q2 2020.

  • Indie Asset Partners reported no remaining iShares Floating Rate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Indie Asset Partners sold 12,500 iShares Floating Rate Bond ETF shares in Q2 2020, an estimated $609K.
  • Indie Asset Partners first reported a position in iShares Floating Rate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Indie Asset Partners's iShares Floating Rate Bond ETF position peaked at $1.17M in Q4 2019.
  • 455 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2020.

Based on Indie Asset Partners's 13F filing for Q2 2020, filed 12 Aug 2020.