IFAM
FLOT icon

Institutional & Family Asset Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Institutional & Family Asset 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
2018
Q4 		– Sell
-337
Closed -$17K – 842
2018
Q3 		$17K Hold
337
– – ﹤0.01% 454
2018
Q2 		$17K Hold
337
– – ﹤0.01% 454
2018
Q1 		$17K Buy
+337
New +$17.2K ﹤0.01% 434

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
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Institutional & Family Asset Management's FLOT Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2018, closing a stake of 337 shares — an estimated $17K sold.

Institutional & Family Asset Management first reported a position in FLOT in Q1 2018 and held it in 3 quarters. The position peaked at $17K in Q3 2018. 564 funds tracked by Wall St. Rank hold FLOT as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining iShares Floating Rate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 337 iShares Floating Rate Bond ETF shares in Q4 2018, an estimated $17K.
  • Institutional & Family Asset Management first reported a position in iShares Floating Rate Bond ETF in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's iShares Floating Rate Bond ETF position peaked at $17K in Q3 2018.
  • 564 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.