IDA
FLOT icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 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 $528B AUM 27.57% 1-Year Est. Return