Intelligence Driven Advisers’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Intelligence Driven Advisers’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
2021 Q4	–	Sell	-4,859	Closed	-$247K	–	91
2021 Q3	$247K	Sell	4,859 -1,674	-26%	-$85K	0.06%	72
2021 Q2	$332K	Sell	6,533 -44,089	-87%	-$2.24M	0.06%	76
2021 Q1	$2.57M	Buy	50,622 +5,459	+12%	+$277K	0.58%	34
2020 Q4	$2.29M	Buy	45,163 +1,522	+3%	+$77.2K	0.51%	36
2020 Q3	$2.21M	Buy	+43,641	New	+$2.21M	0.52%	27
2019 Q2	–	Sell	-6,111	Closed	-$311K	–	106
2019 Q1	$311K	Buy	6,111 +761	+14%	+$38.6K	0.17%	71
2018 Q4	$269K	Buy	+5,350	New	+$271K	0.17%	82

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intelligence Driven Advisers's FLOT Position: Q4 2021 in Review

Intelligence Driven Advisers sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2021, closing a stake of 4,859 shares — an estimated $247K sold.

Intelligence Driven Advisers first reported a position in FLOT in Q4 2018 and held it in 7 quarters. The position peaked at $2.57M in Q1 2021. 585 funds tracked by Wall St. Rank hold FLOT as of Q4 2021.

Intelligence Driven Advisers reported no remaining iShares Floating Rate Bond ETF position as of Q4 2021 after selling out during the quarter.
Intelligence Driven Advisers sold 4,859 iShares Floating Rate Bond ETF shares in Q4 2021, an estimated $247K.
Intelligence Driven Advisers first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and held it in 7 quarters.
Intelligence Driven Advisers's iShares Floating Rate Bond ETF position peaked at $2.57M in Q1 2021.
585 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2021.

Based on Intelligence Driven Advisers's 13F filing for Q4 2021, filed 19 Jan 2022.