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

Insight 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
2024
Q2 		– Sell
-4,570
Closed -$233K – 298
2024
Q1 		$233K Sell
4,570
-571
-11% -$29.1K 0.04% 266
2023
Q4 		$260K Sell
5,141
-35
-0.7% -$1.77K 0.06% 232
2023
Q3 		$263K Hold
5,176
– – 0.06% 226
2023
Q2 		$263K Buy
5,176
+50
+1% +$2.53K 0.06% 234
2023
Q1 		$258K Buy
5,126
+528
+11% +$26.6K 0.06% 249
2022
Q4 		$232K Sell
4,598
-260
-5% -$13.1K 0.08% 283
2022
Q3 		$244K Sell
4,858
-66
-1% -$3.31K 0.1% 238
2022
Q2 		$247K Sell
4,924
-5,725
-54% -$288K 0.08% 254
2022
Q1 		$538K Sell
10,649
-3,714
-26% -$188K 0.16% 162
2021
Q4 		$729K Sell
14,363
-58
-0.4% -$2.94K 0.22% 112
2021
Q3 		$732K Buy
14,421
+2,302
+19% +$117K 0.22% 122
2021
Q2 		$615K Buy
12,119
+6,884
+131% +$350K 0.19% 138
2021
Q1 		$266K Buy
+5,235
New +$266K 0.08% 274

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Insight Advisors's FLOT Position: Q2 2024 in Review

Insight Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2024, closing a stake of 4,570 shares — an estimated $233K sold.

Insight Advisors first reported a position in FLOT in Q1 2021 and held it in 13 quarters. The position peaked at $732K in Q3 2021. 623 funds tracked by Wall St. Rank hold FLOT as of Q2 2024.

  • Insight Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Insight Advisors sold 4,570 iShares Floating Rate Bond ETF shares in Q2 2024, an estimated $233K.
  • Insight Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2021 and held it in 13 quarters.
  • Insight Advisors's iShares Floating Rate Bond ETF position peaked at $732K in Q3 2021.
  • 623 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2024.

Based on Insight Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.